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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 | $19,134 | $73,863-74.1% | $143,797-86.7% | $68,490-72.1% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -6.78% | 0.91%-7.7pp | -0.04%-6.7pp | -7.85%+1.1pp |
| Employer contribution / active EE | $892 | $3,185-72.0% | $4,952-82.0% | $2,597-65.6% |
| Participant deferral / active EE | $642 | $3,385-81.0% | $5,638-88.6% | $4,028-84.1% |
| Admin fee / account holder | $1,762 | $5,756-69.4% | $14,679-88.0% | $5,403-67.4% |