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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 | $44,828 | $73,863-39.3% | $143,797-68.8% | $68,490-34.5% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -18.76% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $722 | $3,185-77.3% | $4,952-85.4% | $2,597-72.2% |
| Participant deferral / active EE | $757 | $3,385-77.6% | $5,638-86.6% | $4,028-81.2% |
| Admin fee / account holder | $1,088 | $5,756-81.1% | $14,679-92.6% | $5,403-79.9% |