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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 | $22,869 | $73,863-69.0% | $143,797-84.1% | $68,490-66.6% |
| Participation rate | 30.2% | 66.7%-36.5pp | 80.3%-50.1pp | 67.9%-37.7pp |
| Annual return | -17.71% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $645 | $3,185-79.7% | $4,952-87.0% | $2,597-75.1% |
| Participant deferral / active EE | $919 | $3,385-72.9% | $5,638-83.7% | $4,028-77.2% |
| Admin fee / account holder | $4,117 | $5,756-28.5% | $14,679-72.0% | $5,403-23.8% |