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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 | $19,989 | $77,816-74.3% | $123,552-83.8% | $64,173-68.9% |
| Participation rate | 59.0% | 74.7%-15.7pp | 82.3%-23.3pp | 69.6%-10.6pp |
| Annual return | -7.65% | 12.49%-20.1pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,094 | $3,014-63.7% | $4,628-76.4% | $2,381-54.1% |
| Participant deferral / active EE | $1,680 | $5,240-67.9% | $6,426-73.9% | $3,470-51.6% |
| Admin fee / account holder | $842 | $5,519-84.7% | $9,285-90.9% | $4,887-82.8% |