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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 | $36,376 | $54,239-32.9% | $70,098-48.1% | $68,495-46.9% |
| Participation rate | 48.8% | 64.5%-15.7pp | 70.5%-21.7pp | 67.9%-19.1pp |
| Annual return | -12.15% | -13.87%+1.7pp | 190.76%-202.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $574 | $2,019-71.6% | $2,560-77.6% | $2,596-77.9% |
| Participant deferral / active EE | $590 | $2,957-80.0% | $3,849-84.7% | $4,028-85.3% |
| Admin fee / account holder | $656 | $4,691-86.0% | $6,266-89.5% | $5,403-87.9% |