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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 | $17,805 | $73,848-75.9% | $143,799-87.6% | $68,486-74.0% |
| Participation rate | 63.9% | 66.7%-2.8pp | 80.3%-16.4pp | 67.9%-4.0pp |
| Annual return | -9.74% | 0.91%-10.6pp | -0.04%-9.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $1,178 | $3,184-63.0% | $4,952-76.2% | $2,597-54.7% |
| Participant deferral / active EE | $656 | $3,385-80.6% | $5,638-88.4% | $4,028-83.7% |
| Admin fee / account holder | $3,391 | $5,755-41.1% | $14,677-76.9% | $5,404-37.2% |