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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 | $55,582 | $73,839-24.7% | $143,788-61.3% | $68,495-18.9% |
| Participation rate | 66.1% | 66.7%-0.6pp | 80.3%-14.2pp | 67.9%-1.8pp |
| Annual return | -13.19% | 1.01%-14.2pp | -0.03%-13.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,838 | $3,184-42.3% | $4,952-62.9% | $2,596-29.2% |
| Participant deferral / active EE | $824 | $3,384-75.6% | $5,638-85.4% | $4,028-79.5% |
| Admin fee / account holder | $905 | $5,755-84.3% | $14,675-93.8% | $5,403-83.3% |