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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 | $28,006 | $95,193-70.6% | $76,523-63.4% | $135,382-79.3% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.0%-43.0pp | 82.6%-57.6pp |
| Annual return | -9.22% | 4.85%-14.1pp | -0.27%-9.0pp | 519.77%-529.0pp |
| Employer contribution / active EE | $233 | $3,302-92.9% | $2,647-91.2% | $4,779-95.1% |
| Participant deferral / active EE | $436 | $4,639-90.6% | $3,835-88.6% | $5,609-92.2% |
| Admin fee / account holder | $2,538 | $6,249-59.4% | $4,848-47.7% | $10,829-76.6% |