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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 | $48,240 | $110,083-56.2% | $151,628-68.2% | $68,495-29.6% |
| Participation rate | 61.5% | 84.0%-22.4pp | 87.5%-26.0pp | 67.9%-6.4pp |
| Annual return | -18.40% | -10.12%-8.3pp | 3.34%-21.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,825 | $4,470-59.2% | $6,165-70.4% | $2,596-29.7% |
| Participant deferral / active EE | $2,336 | $6,526-64.2% | $8,363-72.1% | $4,028-42.0% |
| Admin fee / account holder | $426 | $7,718-94.5% | $11,613-96.3% | $5,403-92.1% |