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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 | $23,406 | $64,729-63.8% | $112,263-79.2% | $68,490-65.8% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -16.16% | -11.40%-4.8pp | 27.49%-43.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $702 | $2,746-74.4% | $3,636-80.7% | $2,597-73.0% |
| Participant deferral / active EE | $1,412 | $3,566-60.4% | $4,729-70.1% | $4,028-64.9% |
| Admin fee / account holder | $6,462 | $5,222+23.8% | $6,410+0.8% | $5,403+19.6% |