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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 | $11,737 | $73,848-84.1% | $143,799-91.8% | $68,486-82.9% |
| Participation rate | 35.8% | 66.7%-30.8pp | 80.3%-44.5pp | 67.9%-32.0pp |
| Annual return | -11.98% | 0.91%-12.9pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $460 | $3,184-85.6% | $4,952-90.7% | $2,597-82.3% |
| Participant deferral / active EE | $492 | $3,385-85.5% | $5,638-91.3% | $4,028-87.8% |
| Admin fee / account holder | $857 | $5,755-85.1% | $14,677-94.2% | $5,404-84.1% |