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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 | $35,472 | $81,870-56.7% | $119,634-70.3% | $68,490-48.2% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.3pp | 67.9%-15.0pp |
| Annual return | -13.24% | -23.82%+10.6pp | -14.98%+1.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,014 | $2,692-62.3% | $4,232-76.0% | $2,597-60.9% |
| Participant deferral / active EE | $1,347 | $4,148-67.5% | $5,601-76.0% | $4,028-66.6% |
| Admin fee / account holder | $1,325 | $6,583-79.9% | $10,329-87.2% | $5,403-75.5% |