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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 | $38,322 | $54,239-29.3% | $70,098-45.3% | $68,495-44.1% |
| Participation rate | 50.7% | 64.5%-13.8pp | 70.5%-19.8pp | 67.9%-17.2pp |
| Annual return | -17.38% | -13.87%-3.5pp | 190.76%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $635 | $2,019-68.5% | $2,560-75.2% | $2,596-75.5% |
| Participant deferral / active EE | $941 | $2,957-68.2% | $3,849-75.5% | $4,028-76.6% |
| Admin fee / account holder | $929 | $4,691-80.2% | $6,266-85.2% | $5,403-82.8% |