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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 | $34,376 | $72,404-52.5% | $110,241-68.8% | $64,181-46.4% |
| Participation rate | 46.8% | 73.3%-26.6pp | 79.8%-33.0pp | 69.6%-22.8pp |
| Annual return | -7.09% | -6.29%-0.8pp | 314.75%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $648 | $2,282-71.6% | $3,827-83.1% | $2,381-72.8% |
| Participant deferral / active EE | $1,555 | $3,469-55.2% | $4,672-66.7% | $3,470-55.2% |
| Admin fee / account holder | $7,643 | $5,664+34.9% | $8,548-10.6% | $4,887+56.4% |