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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 | $45,225 | $71,872-37.1% | $86,691-47.8% | $68,495-34.0% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.3pp | 67.9%-9.6pp |
| Annual return | -14.44% | 3.53%-18.0pp | 35.94%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $877 | $2,173-59.7% | $2,837-69.1% | $2,596-66.2% |
| Participant deferral / active EE | $1,262 | $3,779-66.6% | $4,656-72.9% | $4,028-68.7% |
| Admin fee / account holder | $1,967 | $6,112-67.8% | $7,492-73.8% | $5,403-63.6% |