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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 | $50,254 | $73,009-31.2% | $90,760-44.6% | $68,486-26.6% |
| Participation rate | 51.6% | 70.8%-19.2pp | 75.7%-24.1pp | 67.9%-16.3pp |
| Annual return | -17.72% | -13.81%-3.9pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $870 | $2,193-60.3% | $2,922-70.2% | $2,597-66.5% |
| Participant deferral / active EE | $1,415 | $3,626-61.0% | $4,565-69.0% | $4,028-64.9% |
| Admin fee / account holder | $4,279 | $5,896-27.4% | $8,444-49.3% | $5,404-20.8% |