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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 | $58,924 | $59,813-1.5% | $79,580-26.0% | $68,486-14.0% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.5%-37.3pp | 67.9%-35.8pp |
| Annual return | -17.12% | -12.30%-4.8pp | 0.15%-17.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $368 | $1,505-75.5% | $2,413-84.7% | $2,597-85.8% |
| Participant deferral / active EE | $533 | $3,024-82.4% | $3,985-86.6% | $4,028-86.8% |
| Admin fee / account holder | $497 | $4,835-89.7% | $6,835-92.7% | $5,404-90.8% |