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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 | $56,000 | $71,873-22.1% | $86,698-35.4% | $68,490-18.2% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.3pp | 67.9%-34.6pp |
| Annual return | -18.30% | 3.54%-21.8pp | 35.96%-54.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $937 | $2,173-56.9% | $2,837-67.0% | $2,597-63.9% |
| Participant deferral / active EE | $1,570 | $3,779-58.4% | $4,656-66.3% | $4,028-61.0% |
| Admin fee / account holder | $2,107 | $6,110-65.5% | $7,492-71.9% | $5,403-61.0% |