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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 | $21,385 | $59,819-64.3% | $79,583-73.1% | $68,490-68.8% |
| Participation rate | 50.7% | 61.1%-10.3pp | 69.5%-18.8pp | 67.9%-17.2pp |
| Annual return | -9.85% | -12.30%+2.4pp | 0.16%-10.0pp | -7.85%-2.0pp |
| Employer contribution / active EE | $669 | $1,505-55.6% | $2,414-72.3% | $2,597-74.2% |
| Participant deferral / active EE | $947 | $3,025-68.7% | $3,986-76.2% | $4,028-76.5% |
| Admin fee / account holder | $5,059 | $4,835+4.6% | $6,835-26.0% | $5,403-6.4% |