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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 | $29,042 | $53,162-45.4% | $91,225-68.2% | $68,486-57.6% |
| Participation rate | 17.9% | 63.2%-45.4pp | 73.2%-55.3pp | 67.9%-50.0pp |
| Annual return | -14.72% | -3.14%-11.6pp | 114.12%-128.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $537 | $1,709-68.6% | $2,851-81.2% | $2,597-79.3% |
| Participant deferral / active EE | $656 | $2,974-77.9% | $4,233-84.5% | $4,028-83.7% |
| Admin fee / account holder | $11,747 | $4,493+161.4% | $5,422+116.6% | $5,404+117.4% |