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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 | $25,217 | $57,350-56.0% | $83,850-69.9% | $64,181-60.7% |
| Participation rate | 18.9% | 68.6%-49.7pp | 76.1%-57.2pp | 69.6%-50.6pp |
| Annual return | -8.45% | 11.38%-19.8pp | 850.92%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $585 | $2,545-77.0% | $3,631-83.9% | $2,381-75.4% |
| Participant deferral / active EE | $829 | $2,993-72.3% | $4,082-79.7% | $3,470-76.1% |
| Admin fee / account holder | $2,206 | $4,046-45.5% | $5,478-59.7% | $4,887-54.9% |