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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 | $44,713 | $72,404-38.2% | $110,243-59.4% | $64,173-30.3% |
| Participation rate | 50.8% | 73.3%-22.5pp | 79.8%-29.0pp | 69.6%-18.7pp |
| Annual return | -4.52% | -6.29%+1.8pp | 314.76%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $811 | $2,282-64.5% | $3,827-78.8% | $2,381-65.9% |
| Participant deferral / active EE | $1,474 | $3,469-57.5% | $4,672-68.4% | $3,470-57.5% |
| Admin fee / account holder | $9,850 | $5,664+73.9% | $8,548+15.2% | $4,887+101.5% |