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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 | $35,430 | $73,839-52.0% | $143,788-75.4% | $68,495-48.3% |
| Participation rate | 32.2% | 66.7%-34.5pp | 80.3%-48.1pp | 67.9%-35.7pp |
| Annual return | -9.53% | 1.01%-10.5pp | -0.03%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $681 | $3,184-78.6% | $4,952-86.3% | $2,596-73.8% |
| Participant deferral / active EE | $829 | $3,384-75.5% | $5,638-85.3% | $4,028-79.4% |
| Admin fee / account holder | $14,108 | $5,755+145.2% | $14,675-3.9% | $5,403+161.1% |