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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 | $37,037 | $59,819-38.1% | $79,583-53.5% | $68,490-45.9% |
| Participation rate | 14.8% | 61.1%-46.3pp | 69.5%-54.7pp | 67.9%-53.1pp |
| Annual return | -16.65% | -12.30%-4.3pp | 0.16%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $451 | $1,505-70.0% | $2,414-81.3% | $2,597-82.6% |
| Participant deferral / active EE | $548 | $3,025-81.9% | $3,986-86.3% | $4,028-86.4% |
| Admin fee / account holder | $325 | $4,835-93.3% | $6,835-95.2% | $5,403-94.0% |