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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 | $22,774 | $73,839-69.2% | $143,788-84.2% | $68,495-66.8% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -8.42% | 1.01%-9.4pp | -0.03%-8.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $2,468 | $3,184-22.5% | $4,952-50.2% | $2,596-4.9% |
| Participant deferral / active EE | $387 | $3,384-88.6% | $5,638-93.1% | $4,028-90.4% |
| Admin fee / account holder | $2,308 | $5,755-59.9% | $14,675-84.3% | $5,403-57.3% |