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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 | $9,759 | $73,848-86.8% | $143,799-93.2% | $68,486-85.8% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -18.90% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $459 | $3,184-85.6% | $4,952-90.7% | $2,597-82.3% |
| Participant deferral / active EE | $604 | $3,385-82.2% | $5,638-89.3% | $4,028-85.0% |
| Admin fee / account holder | $378 | $5,755-93.4% | $14,677-97.4% | $5,404-93.0% |