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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 | $29,050 | $46,697-37.8% | $117,533-75.3% | $68,486-57.6% |
| Participation rate | 21.2% | 56.8%-35.6pp | 70.6%-49.4pp | 67.9%-46.7pp |
| Annual return | -17.46% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $496 | $1,506-67.0% | $4,179-88.1% | $2,597-80.9% |
| Participant deferral / active EE | $865 | $2,637-67.2% | $4,072-78.8% | $4,028-78.5% |
| Admin fee / account holder | $6,292 | $4,023+56.4% | $5,647+11.4% | $5,404+16.4% |