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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 | $50,165 | $73,009-31.3% | $90,756-44.7% | $68,495-26.8% |
| Participation rate | 40.9% | 70.8%-29.9pp | 75.7%-34.8pp | 67.9%-27.0pp |
| Annual return | -16.92% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,019 | $2,193-53.5% | $2,922-65.1% | $2,596-60.8% |
| Participant deferral / active EE | $1,512 | $3,626-58.3% | $4,565-66.9% | $4,028-62.5% |
| Admin fee / account holder | $1,711 | $5,896-71.0% | $8,445-79.7% | $5,403-68.3% |