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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 | $41,577 | $72,404-42.6% | $110,243-62.3% | $64,173-35.2% |
| Participation rate | 26.1% | 73.3%-47.2pp | 79.8%-53.7pp | 69.6%-43.5pp |
| Annual return | -6.76% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $734 | $2,282-67.8% | $3,827-80.8% | $2,381-69.2% |
| Participant deferral / active EE | $1,217 | $3,469-64.9% | $4,672-74.0% | $3,470-64.9% |
| Admin fee / account holder | $1,798 | $5,664-68.2% | $8,548-79.0% | $4,887-63.2% |