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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 | $26,201 | $69,518-62.3% | $59,883-56.2% | $135,382-80.6% |
| Participation rate | 19.0% | 77.8%-58.8pp | 74.7%-55.7pp | 82.6%-63.6pp |
| Annual return | -4.37% | 7.95%-12.3pp | 3.46%-7.8pp | 519.77%-524.1pp |
| Employer contribution / active EE | $468 | $3,235-85.5% | $2,722-82.8% | $4,779-90.2% |
| Participant deferral / active EE | $468 | $4,204-88.9% | $3,402-86.3% | $5,609-91.7% |
| Admin fee / account holder | $2,594 | $5,734-54.8% | $3,591-27.8% | $10,829-76.0% |