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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 | $38,757 | $64,729-40.1% | $112,263-65.5% | $68,490-43.4% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -16.85% | -11.40%-5.5pp | 27.49%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $871 | $2,746-68.3% | $3,636-76.0% | $2,597-66.4% |
| Participant deferral / active EE | $1,127 | $3,566-68.4% | $4,729-76.2% | $4,028-72.0% |
| Admin fee / account holder | $1,185 | $5,222-77.3% | $6,410-81.5% | $5,403-78.1% |