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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 | $32,249 | $64,716-50.2% | $112,258-71.3% | $68,495-52.9% |
| Participation rate | 62.2% | 67.2%-5.0pp | 75.1%-12.9pp | 67.9%-5.7pp |
| Annual return | -18.00% | -11.40%-6.6pp | 27.47%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $687 | $2,746-75.0% | $3,636-81.1% | $2,596-73.5% |
| Participant deferral / active EE | $756 | $3,565-78.8% | $4,728-84.0% | $4,028-81.2% |
| Admin fee / account holder | $971 | $5,232-81.4% | $6,411-84.9% | $5,403-82.0% |