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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 | $49,812 | $71,878-30.7% | $86,698-42.5% | $68,486-27.3% |
| Participation rate | 32.3% | 72.2%-40.0pp | 76.6%-44.3pp | 67.9%-35.6pp |
| Annual return | -17.79% | 3.53%-21.3pp | 35.95%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $718 | $2,173-66.9% | $2,837-74.7% | $2,597-72.3% |
| Participant deferral / active EE | $1,067 | $3,779-71.8% | $4,656-77.1% | $4,028-73.5% |
| Admin fee / account holder | $531 | $6,113-91.3% | $7,493-92.9% | $5,404-90.2% |