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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 | $53,541 | $59,813-10.5% | $79,580-32.7% | $68,486-21.8% |
| Participation rate | 47.3% | 61.1%-13.8pp | 69.5%-22.2pp | 67.9%-20.6pp |
| Annual return | -12.28% | -12.30%0pp | 0.15%-12.4pp | -7.85%-4.4pp |
| Employer contribution / active EE | $464 | $1,505-69.1% | $2,413-80.8% | $2,597-82.1% |
| Participant deferral / active EE | $745 | $3,024-75.4% | $3,985-81.3% | $4,028-81.5% |
| Admin fee / account holder | $2,745 | $4,835-43.2% | $6,835-59.8% | $5,404-49.2% |