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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 | $16,115 | $56,339-71.4% | $104,301-84.5% | $68,486-76.5% |
| Participation rate | 30.0% | 63.3%-33.3pp | 73.3%-43.3pp | 67.9%-37.9pp |
| Annual return | -17.88% | -9.19%-8.7pp | 24.61%-42.5pp | -7.85%-10.0pp |
| Employer contribution / active EE | $618 | $1,960-68.5% | $3,373-81.7% | $2,597-76.2% |
| Participant deferral / active EE | $926 | $3,077-69.9% | $4,626-80.0% | $4,028-77.0% |
| Admin fee / account holder | $1,009 | $4,902-79.4% | $7,340-86.3% | $5,404-81.3% |