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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 | $48,792 | $77,817-37.3% | $123,553-60.5% | $64,173-24.0% |
| Participation rate | 40.0% | 74.7%-34.7pp | 82.3%-42.3pp | 69.6%-29.6pp |
| Annual return | -5.17% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $709 | $3,014-76.5% | $4,628-84.7% | $2,381-70.2% |
| Participant deferral / active EE | $1,374 | $5,240-73.8% | $6,426-78.6% | $3,470-60.4% |
| Admin fee / account holder | $1,446 | $5,519-73.8% | $9,284-84.4% | $4,887-70.4% |