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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 | $29,291 | $46,697-37.3% | $117,529-75.1% | $68,490-57.2% |
| Participation rate | 24.5% | 56.8%-32.2pp | 70.6%-46.1pp | 67.9%-43.4pp |
| Annual return | -18.89% | -14.52%-4.4pp | 29.77%-48.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $446 | $1,506-70.4% | $4,179-89.3% | $2,597-82.8% |
| Participant deferral / active EE | $302 | $2,637-88.5% | $4,072-92.6% | $4,028-92.5% |
| Admin fee / account holder | $3,201 | $4,023-20.4% | $5,645-43.3% | $5,403-40.8% |