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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 | $51,318 | $77,817-34.1% | $123,553-58.5% | $64,173-20.0% |
| Participation rate | 29.5% | 74.7%-45.2pp | 82.3%-52.7pp | 69.6%-40.0pp |
| Annual return | -5.52% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,200 | $3,014-60.2% | $4,628-74.1% | $2,381-49.6% |
| Participant deferral / active EE | $1,723 | $5,240-67.1% | $6,426-73.2% | $3,470-50.4% |
| Admin fee / account holder | $15,189 | $5,519+175.2% | $9,284+63.6% | $4,887+210.8% |