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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 | $34,810 | $64,719-46.2% | $112,249-69.0% | $68,486-49.2% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.8pp |
| Annual return | -13.60% | -11.40%-2.2pp | 27.48%-41.1pp | -7.85%-5.7pp |
| Employer contribution / active EE | $772 | $2,747-71.9% | $3,636-78.8% | $2,597-70.3% |
| Participant deferral / active EE | $1,271 | $3,565-64.3% | $4,729-73.1% | $4,028-68.4% |
| Admin fee / account holder | $4,859 | $5,232-7.1% | $6,412-24.2% | $5,404-10.1% |