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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 | $38,934 | $71,878-45.8% | $86,698-55.1% | $68,486-43.1% |
| Participation rate | 51.9% | 72.2%-20.4pp | 76.6%-24.7pp | 67.9%-16.0pp |
| Annual return | -17.42% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $929 | $2,173-57.3% | $2,837-67.3% | $2,597-64.2% |
| Participant deferral / active EE | $1,533 | $3,779-59.4% | $4,656-67.1% | $4,028-61.9% |
| Admin fee / account holder | $3,972 | $6,113-35.0% | $7,493-47.0% | $5,404-26.5% |