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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 | $29,805 | $71,872-58.5% | $86,691-65.6% | $68,495-56.5% |
| Participation rate | 34.4% | 72.2%-37.9pp | 76.6%-42.2pp | 67.9%-33.5pp |
| Annual return | -14.15% | 3.53%-17.7pp | 35.94%-50.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $701 | $2,173-67.7% | $2,837-75.3% | $2,596-73.0% |
| Participant deferral / active EE | $1,278 | $3,779-66.2% | $4,656-72.5% | $4,028-68.3% |
| Admin fee / account holder | $1,533 | $6,112-74.9% | $7,492-79.5% | $5,403-71.6% |