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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 | $21,512 | $45,872-53.1% | $77,100-72.1% | $68,490-68.6% |
| Participation rate | 53.1% | 55.9%-2.8pp | 67.9%-14.8pp | 67.9%-14.8pp |
| Annual return | -14.30% | 1.73%-16.0pp | 42.35%-56.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $499 | $1,650-69.7% | $2,815-82.3% | $2,597-80.8% |
| Participant deferral / active EE | $731 | $2,963-75.3% | $4,430-83.5% | $4,028-81.9% |
| Admin fee / account holder | $1,102 | $3,041-63.8% | $5,443-79.8% | $5,403-79.6% |