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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 | $55,007 | $71,878-23.5% | $86,698-36.6% | $68,486-19.7% |
| Participation rate | 64.5% | 72.2%-7.7pp | 76.6%-12.1pp | 67.9%-3.4pp |
| Annual return | -11.44% | 3.53%-15.0pp | 35.95%-47.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,196 | $2,173-45.0% | $2,837-57.9% | $2,597-54.0% |
| Participant deferral / active EE | $1,636 | $3,779-56.7% | $4,656-64.9% | $4,028-59.4% |
| Admin fee / account holder | $2,856 | $6,113-53.3% | $7,493-61.9% | $5,404-47.1% |