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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 | $55,121 | $81,870-32.7% | $119,634-53.9% | $68,490-19.5% |
| Participation rate | 45.2% | 71.9%-26.7pp | 79.3%-34.0pp | 67.9%-22.7pp |
| Annual return | -17.18% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $697 | $2,692-74.1% | $4,232-83.5% | $2,597-73.2% |
| Participant deferral / active EE | $1,484 | $4,148-64.2% | $5,601-73.5% | $4,028-63.1% |
| Admin fee / account holder | $1,730 | $6,583-73.7% | $10,329-83.3% | $5,403-68.0% |