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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 | $15,095 | $56,484-73.3% | $169,452-91.1% | $64,173-76.5% |
| Participation rate | 27.0% | 64.5%-37.5pp | 77.8%-50.8pp | 69.6%-42.5pp |
| Annual return | -6.92% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $552 | $1,832-69.9% | $4,157-86.7% | $2,381-76.8% |
| Participant deferral / active EE | $1,030 | $3,448-70.1% | $5,277-80.5% | $3,470-70.3% |
| Admin fee / account holder | $5,854 | $4,174+40.2% | $9,110-35.7% | $4,887+19.8% |