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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 | $58,373 | $64,716-9.8% | $112,258-48.0% | $68,495-14.8% |
| Participation rate | 39.5% | 67.2%-27.6pp | 75.1%-35.6pp | 67.9%-28.4pp |
| Annual return | -18.55% | -11.40%-7.1pp | 27.47%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $969 | $2,746-64.7% | $3,636-73.4% | $2,596-62.7% |
| Participant deferral / active EE | $1,458 | $3,565-59.1% | $4,728-69.2% | $4,028-63.8% |
| Admin fee / account holder | $2,059 | $5,232-60.6% | $6,411-67.9% | $5,403-61.9% |