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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 | $21,729 | $73,848-70.6% | $143,799-84.9% | $68,486-68.3% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -10.83% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $700 | $3,184-78.0% | $4,952-85.9% | $2,597-73.0% |
| Participant deferral / active EE | $838 | $3,385-75.2% | $5,638-85.1% | $4,028-79.2% |
| Admin fee / account holder | $717 | $5,755-87.5% | $14,677-95.1% | $5,404-86.7% |