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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 | $63,902 | $73,863-13.5% | $143,797-55.6% | $68,490-6.7% |
| Participation rate | 47.4% | 66.7%-19.3pp | 80.3%-32.9pp | 67.9%-20.5pp |
| Annual return | -17.73% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $836 | $3,185-73.8% | $4,952-83.1% | $2,597-67.8% |
| Participant deferral / active EE | $912 | $3,385-73.1% | $5,638-83.8% | $4,028-77.4% |
| Admin fee / account holder | $3,772 | $5,756-34.5% | $14,679-74.3% | $5,403-30.2% |