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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 | $31,042 | $46,697-33.5% | $117,533-73.6% | $68,486-54.7% |
| Participation rate | 23.1% | 56.8%-33.7pp | 70.6%-47.5pp | 67.9%-44.8pp |
| Annual return | -16.58% | -14.52%-2.1pp | 29.77%-46.3pp | -7.85%-8.7pp |
| Employer contribution / active EE | $403 | $1,506-73.3% | $4,179-90.4% | $2,597-84.5% |
| Participant deferral / active EE | $700 | $2,637-73.5% | $4,072-82.8% | $4,028-82.6% |
| Admin fee / account holder | $4,298 | $4,023+6.8% | $5,647-23.9% | $5,404-20.5% |