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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 | $46,349 | $48,235-3.9% | $68,803-32.6% | $68,490-32.3% |
| Participation rate | 20.7% | 60.7%-40.0pp | 69.0%-48.3pp | 67.9%-47.2pp |
| Annual return | -17.76% | -12.70%-5.1pp | -6.37%-11.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $412 | $1,829-77.5% | $2,656-84.5% | $2,597-84.1% |
| Participant deferral / active EE | $724 | $2,867-74.8% | $3,942-81.6% | $4,028-82.0% |
| Admin fee / account holder | $5,390 | $4,361+23.6% | $4,936+9.2% | $5,403-0.2% |