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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 | $14,700 | $73,863-80.1% | $143,797-89.8% | $68,490-78.5% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -8.90% | 0.91%-9.8pp | -0.04%-8.9pp | -7.85%-1.0pp |
| Employer contribution / active EE | $568 | $3,185-82.2% | $4,952-88.5% | $2,597-78.1% |
| Participant deferral / active EE | $549 | $3,385-83.8% | $5,638-90.3% | $4,028-86.4% |
| Admin fee / account holder | $2,367 | $5,756-58.9% | $14,679-83.9% | $5,403-56.2% |