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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 | $38,070 | $48,267-21.1% | $68,808-44.7% | $68,486-44.4% |
| Participation rate | 20.7% | 60.7%-40.0pp | 69.0%-48.3pp | 67.9%-47.2pp |
| Annual return | -5.97% | -12.70%+6.7pp | -6.37%+0.4pp | -7.85%+1.9pp |
| Employer contribution / active EE | $570 | $1,829-68.9% | $2,656-78.6% | $2,597-78.1% |
| Participant deferral / active EE | $894 | $2,867-68.8% | $3,942-77.3% | $4,028-77.8% |
| Admin fee / account holder | $7,772 | $4,362+78.2% | $4,936+57.5% | $5,404+43.8% |