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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 | $44,929 | $52,836-15.0% | $105,736-57.5% | $64,173-30.0% |
| Participation rate | 57.8% | 66.5%-8.7pp | 76.3%-18.5pp | 69.6%-11.8pp |
| Annual return | -7.67% | 14.30%-22.0pp | 6.27%-13.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,059 | $1,827+12.7% | $3,268-37.0% | $2,381-13.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,760 | $3,959-30.3% | $6,913-60.1% | $4,887-43.5% |