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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 | $32,913 | $56,339-41.6% | $104,301-68.4% | $68,495-51.9% |
| Participation rate | 41.4% | 63.3%-21.9pp | 73.3%-31.9pp | 67.9%-26.5pp |
| Annual return | -16.96% | -9.19%-7.8pp | 24.61%-41.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $632 | $1,960-67.8% | $3,373-81.3% | $2,596-75.7% |
| Participant deferral / active EE | $1,031 | $3,077-66.5% | $4,626-77.7% | $4,028-74.4% |
| Admin fee / account holder | $3,144 | $4,902-35.9% | $7,340-57.2% | $5,403-41.8% |