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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 | $40,800 | $58,577-30.3% | $83,323-51.0% | $64,181-36.4% |
| Participation rate | 63.0% | 72.0%-9.0pp | 77.8%-14.7pp | 69.6%-6.6pp |
| Annual return | -6.22% | 9.65%-15.9pp | 10.63%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $275 | $2,098-86.9% | $3,379-91.9% | $2,381-88.4% |
| Participant deferral / active EE | $1,674 | $4,654-64.0% | $5,565-69.9% | $3,470-51.8% |
| Admin fee / account holder | $5,272 | $9,275-43.2% | $7,539-30.1% | $4,887+7.9% |