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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 | $29,072 | $81,870-64.5% | $119,622-75.7% | $68,486-57.6% |
| Participation rate | 37.7% | 71.9%-34.2pp | 79.3%-41.5pp | 67.9%-30.2pp |
| Annual return | -18.43% | -23.82%+5.4pp | -14.98%-3.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $894 | $2,692-66.8% | $4,232-78.9% | $2,597-65.6% |
| Participant deferral / active EE | $1,576 | $4,148-62.0% | $5,601-71.9% | $4,028-60.9% |
| Admin fee / account holder | $2,906 | $6,583-55.9% | $10,328-71.9% | $5,404-46.2% |