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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 | $46,742 | $71,872-35.0% | $86,691-46.1% | $68,495-31.8% |
| Participation rate | 59.7% | 72.2%-12.5pp | 76.6%-16.9pp | 67.9%-8.2pp |
| Annual return | -14.33% | 3.53%-17.9pp | 35.94%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $761 | $2,173-65.0% | $2,837-73.2% | $2,596-70.7% |
| Participant deferral / active EE | $1,181 | $3,779-68.7% | $4,656-74.6% | $4,028-70.7% |
| Admin fee / account holder | $1,261 | $6,112-79.4% | $7,492-83.2% | $5,403-76.7% |