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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 | $16,608 | $73,848-77.5% | $143,799-88.5% | $68,486-75.7% |
| Participation rate | 26.8% | 66.7%-39.9pp | 80.3%-53.5pp | 67.9%-41.1pp |
| Annual return | -13.29% | 0.91%-14.2pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $463 | $3,184-85.5% | $4,952-90.7% | $2,597-82.2% |
| Participant deferral / active EE | $823 | $3,385-75.7% | $5,638-85.4% | $4,028-79.6% |
| Admin fee / account holder | $4,692 | $5,755-18.5% | $14,677-68.0% | $5,404-13.2% |