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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 | $27,184 | $62,589-56.6% | $76,768-64.6% | $64,173-57.6% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -6.09% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,121 | $1,832-38.8% | $2,485-54.9% | $2,381-52.9% |
| Participant deferral / active EE | $1,337 | $3,145-57.5% | $3,852-65.3% | $3,470-61.5% |
| Admin fee / account holder | $8,565 | $4,667+83.5% | $6,675+28.3% | $4,887+75.3% |