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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 | $30,293 | $77,816-61.1% | $123,549-75.5% | $64,181-52.8% |
| Participation rate | 51.5% | 74.7%-23.2pp | 82.3%-30.8pp | 69.6%-18.1pp |
| Annual return | -6.00% | 12.49%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $680 | $3,014-77.5% | $4,628-85.3% | $2,381-71.5% |
| Participant deferral / active EE | $1,415 | $5,240-73.0% | $6,426-78.0% | $3,470-59.2% |
| Admin fee / account holder | $932 | $5,519-83.1% | $9,284-90.0% | $4,887-80.9% |