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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 | $25,206 | $64,719-61.1% | $112,249-77.5% | $68,486-63.2% |
| Participation rate | 14.0% | 67.2%-53.2pp | 75.1%-61.1pp | 67.9%-53.9pp |
| Annual return | -15.96% | -11.40%-4.6pp | 27.48%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $722 | $2,747-73.7% | $3,636-80.1% | $2,597-72.2% |
| Participant deferral / active EE | $790 | $3,565-77.8% | $4,729-83.3% | $4,028-80.4% |
| Admin fee / account holder | $2,965 | $5,232-43.3% | $6,412-53.8% | $5,404-45.1% |