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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 | $43,568 | $71,873-39.4% | $86,698-49.7% | $68,490-36.4% |
| Participation rate | 38.7% | 72.2%-33.5pp | 76.6%-37.9pp | 67.9%-29.2pp |
| Annual return | -16.09% | 3.54%-19.6pp | 35.96%-52.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $898 | $2,173-58.7% | $2,837-68.3% | $2,597-65.4% |
| Participant deferral / active EE | $1,338 | $3,779-64.6% | $4,656-71.3% | $4,028-66.8% |
| Admin fee / account holder | $7,612 | $6,110+24.6% | $7,492+1.6% | $5,403+40.9% |