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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 | $36,456 | $81,870-55.5% | $119,622-69.5% | $68,486-46.8% |
| Participation rate | 58.2% | 71.9%-13.7pp | 79.3%-21.1pp | 67.9%-9.7pp |
| Annual return | -13.02% | -23.82%+10.8pp | -14.98%+2.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,621 | $2,692-39.8% | $4,232-61.7% | $2,597-37.6% |
| Participant deferral / active EE | $1,776 | $4,148-57.2% | $5,601-68.3% | $4,028-55.9% |
| Admin fee / account holder | $424 | $6,583-93.6% | $10,328-95.9% | $5,404-92.2% |