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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,606 | $64,719-17.2% | $112,249-52.2% | $68,486-21.7% |
| Participation rate | 44.7% | 67.2%-22.4pp | 75.1%-30.3pp | 67.9%-23.2pp |
| Annual return | -11.48% | -11.40%-0.1pp | 27.48%-39.0pp | -7.85%-3.6pp |
| Employer contribution / active EE | $906 | $2,747-67.0% | $3,636-75.1% | $2,597-65.1% |
| Participant deferral / active EE | $1,418 | $3,565-60.2% | $4,729-70.0% | $4,028-64.8% |
| Admin fee / account holder | $1,065 | $5,232-79.7% | $6,412-83.4% | $5,404-80.3% |