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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 | $34,854 | $64,719-46.1% | $112,249-68.9% | $68,486-49.1% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.5pp |
| Annual return | -16.28% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.4pp |
| Employer contribution / active EE | $9,062 | $2,747+229.9% | $3,636+149.2% | $2,597+249.0% |
| Participant deferral / active EE | $37 | $3,565-99.0% | $4,729-99.2% | $4,028-99.1% |
| Admin fee / account holder | $1,945 | $5,232-62.8% | $6,412-69.7% | $5,404-64.0% |