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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 | $23,228 | $63,471-63.4% | $68,803-66.2% | $66,949-65.3% |
| Participation rate | 35.6% | 60.0%-24.4pp | 69.0%-33.4pp | 69.8%-34.2pp |
| Annual return | -15.02% | -8.29%-6.7pp | -6.37%-8.6pp | 1.57%-16.6pp |
| Employer contribution / active EE | $422 | $1,776-76.3% | $2,656-84.1% | $2,545-83.4% |
| Participant deferral / active EE | $639 | $2,946-78.3% | $3,942-83.8% | $4,239-84.9% |
| Admin fee / account holder | $1,818 | $578+214.6% | $4,936-63.2% | $594+206.3% |