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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 | $35,668 | $71,878-50.4% | $86,698-58.9% | $68,486-47.9% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -13.71% | 3.53%-17.2pp | 35.95%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $871 | $2,173-59.9% | $2,837-69.3% | $2,597-66.5% |
| Participant deferral / active EE | $1,210 | $3,779-68.0% | $4,656-74.0% | $4,028-70.0% |
| Admin fee / account holder | $388 | $6,113-93.7% | $7,493-94.8% | $5,404-92.8% |