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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 | $24,910 | $58,587-57.5% | $83,322-70.1% | $64,173-61.2% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -8.03% | 9.65%-17.7pp | 10.64%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,873 | $2,098-10.7% | $3,379-44.6% | $2,381-21.3% |
| Participant deferral / active EE | $1,873 | $4,654-59.7% | $5,565-66.3% | $3,470-46.0% |
| Admin fee / account holder | $2,580 | $9,279-72.2% | $7,540-65.8% | $4,887-47.2% |