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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 | $40,481 | $64,716-37.4% | $112,258-63.9% | $68,495-40.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.49% | -11.40%-5.1pp | 27.47%-44.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $775 | $2,746-71.8% | $3,636-78.7% | $2,596-70.1% |
| Participant deferral / active EE | $1,081 | $3,565-69.7% | $4,728-77.1% | $4,028-73.2% |
| Admin fee / account holder | $3,872 | $5,232-26.0% | $6,411-39.6% | $5,403-28.3% |