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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 | $55,908 | $64,719-13.6% | $112,249-50.2% | $68,486-18.4% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.1%-31.9pp | 67.9%-24.7pp |
| Annual return | -9.95% | -11.40%+1.5pp | 27.48%-37.4pp | -7.85%-2.1pp |
| Employer contribution / active EE | $711 | $2,747-74.1% | $3,636-80.5% | $2,597-72.6% |
| Participant deferral / active EE | $994 | $3,565-72.1% | $4,729-79.0% | $4,028-75.3% |
| Admin fee / account holder | $318 | $5,232-93.9% | $6,412-95.0% | $5,404-94.1% |