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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 | $38,019 | $71,878-47.1% | $86,698-56.1% | $68,486-44.5% |
| Participation rate | 34.0% | 72.2%-38.3pp | 76.6%-42.6pp | 67.9%-33.9pp |
| Annual return | -15.61% | 3.53%-19.1pp | 35.95%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $765 | $2,173-64.8% | $2,837-73.0% | $2,597-70.5% |
| Participant deferral / active EE | $1,439 | $3,779-61.9% | $4,656-69.1% | $4,028-64.3% |
| Admin fee / account holder | $2,613 | $6,113-57.3% | $7,493-65.1% | $5,404-51.6% |