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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 | $46,510 | $52,836-12.0% | $105,738-56.0% | $64,173-27.5% |
| Participation rate | 20.5% | 66.5%-46.0pp | 76.3%-55.8pp | 69.6%-49.0pp |
| Annual return | -4.97% | 14.30%-19.3pp | 6.27%-11.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $540 | $1,827-70.4% | $3,268-83.5% | $2,381-77.3% |
| Participant deferral / active EE | $794 | $2,545-68.8% | $4,080-80.5% | $3,470-77.1% |
| Admin fee / account holder | $2,028 | $3,959-48.8% | $6,913-70.7% | $4,887-58.5% |