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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 | $34,744 | $59,191-41.3% | $76,767-54.7% | $56,289-38.3% |
| Participation rate | 49.0% | 75.2%-26.2pp | 77.0%-28.0pp | 69.9%-20.9pp |
| Annual return | -6.45% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $838 | $1,759-52.4% | $2,485-66.3% | $2,111-60.3% |
| Participant deferral / active EE | $1,365 | $3,255-58.1% | $3,852-64.5% | $3,350-59.2% |
| Admin fee / account holder | $5,881 | $489+1102.2% | $6,675-11.9% | $521+1028.9% |