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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 | $23,893 | $71,873-66.8% | $86,698-72.4% | $68,490-65.1% |
| Participation rate | 46.2% | 72.2%-26.1pp | 76.6%-30.4pp | 67.9%-21.7pp |
| Annual return | -13.45% | 3.54%-17.0pp | 35.96%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $939 | $2,173-56.8% | $2,837-66.9% | $2,597-63.8% |
| Participant deferral / active EE | $1,349 | $3,779-64.3% | $4,656-71.0% | $4,028-66.5% |
| Admin fee / account holder | $5,472 | $6,110-10.5% | $7,492-27.0% | $5,403+1.3% |