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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 | $54,924 | $72,388-24.1% | $111,392-50.7% | $64,181-14.4% |
| Participation rate | 37.0% | 70.5%-33.5pp | 78.9%-41.8pp | 69.6%-32.5pp |
| Annual return | -7.74% | -1.50%-6.2pp | -2.06%-5.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,070 | $3,000-64.3% | $4,328-75.3% | $2,381-55.1% |
| Participant deferral / active EE | $1,300 | $4,241-69.3% | $5,567-76.6% | $3,470-62.5% |
| Admin fee / account holder | $3,023 | $5,719-47.2% | $12,266-75.4% | $4,887-38.2% |