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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 | $10,656 | $73,848-85.6% | $143,799-92.6% | $68,486-84.4% |
| Participation rate | 37.3% | 66.7%-29.4pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -10.28% | 0.91%-11.2pp | -0.04%-10.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $4,952-86.3% | $2,597-73.9% |
| Participant deferral / active EE | $331 | $3,385-90.2% | $5,638-94.1% | $4,028-91.8% |
| Admin fee / account holder | $902 | $5,755-84.3% | $14,677-93.9% | $5,404-83.3% |