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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 | $18,771 | $73,848-74.6% | $143,799-86.9% | $68,486-72.6% |
| Participation rate | 37.8% | 66.7%-28.9pp | 80.3%-42.5pp | 67.9%-30.1pp |
| Annual return | -14.61% | 0.91%-15.5pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $834 | $3,184-73.8% | $4,952-83.2% | $2,597-67.9% |
| Participant deferral / active EE | $815 | $3,385-75.9% | $5,638-85.5% | $4,028-79.8% |
| Admin fee / account holder | $5,267 | $5,755-8.5% | $14,677-64.1% | $5,404-2.5% |