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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 | $55,996 | $59,819-6.4% | $79,583-29.6% | $68,490-18.2% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -17.43% | -12.30%-5.1pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $588 | $1,505-60.9% | $2,414-75.6% | $2,597-77.3% |
| Participant deferral / active EE | $1,270 | $3,025-58.0% | $3,986-68.1% | $4,028-68.5% |
| Admin fee / account holder | $5,500 | $4,835+13.7% | $6,835-19.5% | $5,403+1.8% |