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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 | $26,300 | $59,819-56.0% | $79,583-67.0% | $68,490-61.6% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -16.51% | -12.30%-4.2pp | 0.16%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $718 | $1,505-52.3% | $2,414-70.3% | $2,597-72.4% |
| Participant deferral / active EE | $954 | $3,025-68.5% | $3,986-76.1% | $4,028-76.3% |
| Admin fee / account holder | $4,172 | $4,835-13.7% | $6,835-39.0% | $5,403-22.8% |