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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 | $17,437 | $43,730-60.1% | $121,220-85.6% | $64,173-72.8% |
| Participation rate | 37.3% | 58.3%-21.0pp | 71.8%-34.4pp | 69.6%-32.3pp |
| Annual return | -6.16% | 68.94%-75.1pp | 16.94%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $699 | $1,297-46.1% | $4,023-82.6% | $2,381-70.6% |
| Participant deferral / active EE | $735 | $2,281-67.8% | $3,345-78.0% | $3,470-78.8% |
| Admin fee / account holder | $822 | $3,502-76.5% | $5,021-83.6% | $4,887-83.2% |