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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 | $31,682 | $73,019-56.6% | $90,766-65.1% | $68,490-53.7% |
| Participation rate | 61.3% | 70.8%-9.5pp | 75.7%-14.4pp | 67.9%-6.6pp |
| Annual return | -14.82% | -13.81%-1.0pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,218 | $2,193-44.5% | $2,922-58.3% | $2,597-53.1% |
| Participant deferral / active EE | $1,566 | $3,626-56.8% | $4,565-65.7% | $4,028-61.1% |
| Admin fee / account holder | $9,048 | $5,897+53.4% | $8,446+7.1% | $5,403+67.5% |