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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 | $42,561 | $56,339-24.5% | $104,301-59.2% | $68,486-37.9% |
| Participation rate | 45.5% | 63.3%-17.8pp | 73.3%-27.8pp | 67.9%-22.4pp |
| Annual return | -17.17% | -9.19%-8.0pp | 24.61%-41.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $680 | $1,960-65.3% | $3,373-79.8% | $2,597-73.8% |
| Participant deferral / active EE | $788 | $3,077-74.4% | $4,626-83.0% | $4,028-80.4% |
| Admin fee / account holder | $4,017 | $4,902-18.1% | $7,340-45.3% | $5,404-25.7% |