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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 | $24,788 | $71,873-65.5% | $86,698-71.4% | $68,490-63.8% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -8.82% | 3.54%-12.4pp | 35.96%-44.8pp | -7.85%-1.0pp |
| Employer contribution / active EE | $976 | $2,173-55.1% | $2,837-65.6% | $2,597-62.4% |
| Participant deferral / active EE | $1,246 | $3,779-67.0% | $4,656-73.2% | $4,028-69.1% |
| Admin fee / account holder | $3,380 | $6,110-44.7% | $7,492-54.9% | $5,403-37.4% |