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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 | $47,569 | $110,083-56.8% | $151,645-68.6% | $68,490-30.5% |
| Participation rate | 68.0% | 84.0%-16.0pp | 87.5%-19.5pp | 67.9%+0.1pp |
| Annual return | -13.21% | -10.12%-3.1pp | 3.34%-16.6pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,389 | $4,470-68.9% | $6,165-77.5% | $2,597-46.5% |
| Participant deferral / active EE | $2,032 | $6,526-68.9% | $8,363-75.7% | $4,028-49.5% |
| Admin fee / account holder | $17,644 | $7,718+128.6% | $11,614+51.9% | $5,403+226.6% |