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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 | $54,783 | $50,947+7.5% | $74,551-26.5% | $64,173-14.6% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.1%-25.1pp | 69.6%-25.6pp |
| Annual return | -7.66% | -1.85%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $276 | $1,115-75.2% | $1,961-85.9% | $2,381-88.4% |
| Participant deferral / active EE | $489 | $2,302-78.7% | $3,108-84.3% | $3,470-85.9% |
| Admin fee / account holder | $1,652 | $4,221-60.9% | $5,059-67.3% | $4,887-66.2% |