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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 | $45,408 | $71,873-36.8% | $86,698-47.6% | $68,490-33.7% |
| Participation rate | 38.7% | 72.2%-33.5pp | 76.6%-37.9pp | 67.9%-29.2pp |
| Annual return | -16.15% | 3.54%-19.7pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $792 | $2,173-63.5% | $2,837-72.1% | $2,597-69.5% |
| Participant deferral / active EE | $1,618 | $3,779-57.2% | $4,656-65.3% | $4,028-59.8% |
| Admin fee / account holder | $4,021 | $6,110-34.2% | $7,492-46.3% | $5,403-25.6% |