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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 | $19,136 | $33,067-42.1% | $76,518-75.0% | $56,287-66.0% |
| Participation rate | 11.6% | 55.4%-43.8pp | 68.0%-56.4pp | 69.9%-58.3pp |
| Annual return | -5.75% | 2.72%-8.5pp | -0.27%-5.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $327 | $1,200-72.7% | $2,647-87.6% | $2,111-84.5% |
| Participant deferral / active EE | $734 | $2,240-67.3% | $3,836-80.9% | $3,350-78.1% |
| Admin fee / account holder | $1,516 | $537+182.3% | $4,849-68.7% | $521+191.0% |