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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 | $19,998 | $59,819-66.6% | $79,583-74.9% | $68,490-70.8% |
| Participation rate | 41.2% | 61.1%-19.9pp | 69.5%-28.3pp | 67.9%-26.7pp |
| Annual return | -15.75% | -12.30%-3.5pp | 0.16%-15.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $638 | $1,505-57.6% | $2,414-73.6% | $2,597-75.4% |
| Participant deferral / active EE | $1,239 | $3,025-59.1% | $3,986-68.9% | $4,028-69.2% |
| Admin fee / account holder | $6,205 | $4,835+28.3% | $6,835-9.2% | $5,403+14.8% |