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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 | $45,407 | $71,878-36.8% | $86,698-47.6% | $68,486-33.7% |
| Participation rate | 22.5% | 72.2%-49.7pp | 76.6%-54.1pp | 67.9%-45.4pp |
| Annual return | -16.98% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $809 | $2,173-62.8% | $2,837-71.5% | $2,597-68.8% |
| Participant deferral / active EE | $959 | $3,779-74.6% | $4,656-79.4% | $4,028-76.2% |
| Admin fee / account holder | $2,489 | $6,113-59.3% | $7,493-66.8% | $5,404-53.9% |