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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 | $32,083 | $73,019-56.1% | $90,766-64.7% | $68,490-53.2% |
| Participation rate | 34.0% | 70.8%-36.9pp | 75.7%-41.7pp | 67.9%-33.9pp |
| Annual return | -18.66% | -13.81%-4.8pp | -12.16%-6.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $586 | $2,193-73.3% | $2,922-80.0% | $2,597-77.4% |
| Participant deferral / active EE | $1,406 | $3,626-61.2% | $4,565-69.2% | $4,028-65.1% |
| Admin fee / account holder | $6,181 | $5,897+4.8% | $8,446-26.8% | $5,403+14.4% |