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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 | $32,135 | $54,239-40.8% | $70,098-54.2% | $68,495-53.1% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -15.14% | -13.87%-1.3pp | 190.76%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $444 | $2,019-78.0% | $2,560-82.7% | $2,596-82.9% |
| Participant deferral / active EE | $1,028 | $2,957-65.2% | $3,849-73.3% | $4,028-74.5% |
| Admin fee / account holder | $2,682 | $4,691-42.8% | $6,266-57.2% | $5,403-50.4% |