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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 | $53,919 | $71,873-25.0% | $86,698-37.8% | $68,490-21.3% |
| Participation rate | 61.4% | 72.2%-10.9pp | 76.6%-15.2pp | 67.9%-6.5pp |
| Annual return | -17.31% | 3.54%-20.9pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $863 | $2,173-60.3% | $2,837-69.6% | $2,597-66.8% |
| Participant deferral / active EE | $1,386 | $3,779-63.3% | $4,656-70.2% | $4,028-65.6% |
| Admin fee / account holder | $8,358 | $6,110+36.8% | $7,492+11.6% | $5,403+54.7% |