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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 | $41,718 | $76,912-45.8% | $129,118-67.7% | $68,486-39.1% |
| Participation rate | 38.9% | 69.1%-30.2pp | 77.2%-38.4pp | 67.9%-29.0pp |
| Annual return | -16.25% | -9.78%-6.5pp | -10.94%-5.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $904 | $3,243-72.1% | $5,051-82.1% | $2,597-65.2% |
| Participant deferral / active EE | $1,525 | $4,732-67.8% | $6,539-76.7% | $4,028-62.1% |
| Admin fee / account holder | $6,037 | $6,638-9.1% | $14,305-57.8% | $5,404+11.7% |