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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 | $56,270 | $71,872-21.7% | $86,691-35.1% | $68,495-17.8% |
| Participation rate | 42.4% | 72.2%-29.9pp | 76.6%-34.2pp | 67.9%-25.5pp |
| Annual return | -16.42% | 3.53%-19.9pp | 35.94%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $691 | $2,173-68.2% | $2,837-75.7% | $2,596-73.4% |
| Participant deferral / active EE | $1,473 | $3,779-61.0% | $4,656-68.4% | $4,028-63.4% |
| Admin fee / account holder | $723 | $6,112-88.2% | $7,492-90.3% | $5,403-86.6% |