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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 | $52,007 | $81,870-36.5% | $119,622-56.5% | $68,486-24.1% |
| Participation rate | 61.0% | 71.9%-10.9pp | 79.3%-18.2pp | 67.9%-6.9pp |
| Annual return | -7.46% | -23.82%+16.4pp | -14.98%+7.5pp | -7.85%+0.4pp |
| Employer contribution / active EE | $847 | $2,692-68.5% | $4,232-80.0% | $2,597-67.4% |
| Participant deferral / active EE | $1,405 | $4,148-66.1% | $5,601-74.9% | $4,028-65.1% |
| Admin fee / account holder | $2,224 | $6,583-66.2% | $10,328-78.5% | $5,404-58.8% |