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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 | $20,944 | $56,339-62.8% | $104,299-79.9% | $68,490-69.4% |
| Participation rate | 46.0% | 63.3%-17.3pp | 73.3%-27.3pp | 67.9%-21.9pp |
| Annual return | -16.66% | -9.19%-7.5pp | 24.62%-41.3pp | -7.85%-8.8pp |
| Employer contribution / active EE | $745 | $1,960-62.0% | $3,373-77.9% | $2,597-71.3% |
| Participant deferral / active EE | $788 | $3,077-74.4% | $4,626-83.0% | $4,028-80.4% |
| Admin fee / account holder | $2,216 | $4,902-54.8% | $7,339-69.8% | $5,403-59.0% |