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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 | $45,071 | $73,009-38.3% | $90,760-50.3% | $68,486-34.2% |
| Participation rate | 14.1% | 70.8%-56.7pp | 75.7%-61.6pp | 67.9%-53.8pp |
| Annual return | -18.49% | -13.81%-4.7pp | -12.16%-6.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $666 | $2,193-69.6% | $2,922-77.2% | $2,597-74.4% |
| Participant deferral / active EE | $1,209 | $3,626-66.7% | $4,565-73.5% | $4,028-70.0% |
| Admin fee / account holder | $3,829 | $5,896-35.1% | $8,444-54.7% | $5,404-29.2% |