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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 | $26,060 | $58,577-55.5% | $83,323-68.7% | $64,181-59.4% |
| Participation rate | 64.3% | 72.0%-7.7pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -7.99% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $695 | $2,098-66.9% | $3,379-79.4% | $2,381-70.8% |
| Participant deferral / active EE | $1,471 | $4,654-68.4% | $5,565-73.6% | $3,470-57.6% |
| Admin fee / account holder | $805 | $9,275-91.3% | $7,539-89.3% | $4,887-83.5% |