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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 | $43,470 | $59,819-27.3% | $79,583-45.4% | $68,490-36.5% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -16.54% | -12.30%-4.2pp | 0.16%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $376 | $1,505-75.0% | $2,414-84.4% | $2,597-85.5% |
| Participant deferral / active EE | $1,126 | $3,025-62.8% | $3,986-71.7% | $4,028-72.0% |
| Admin fee / account holder | $6,814 | $4,835+40.9% | $6,835-0.3% | $5,403+26.1% |