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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 | $22,350 | $73,863-69.7% | $143,797-84.5% | $68,490-67.4% |
| Participation rate | 46.9% | 66.7%-19.8pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -9.60% | 0.91%-10.5pp | -0.04%-9.6pp | -7.85%-1.7pp |
| Employer contribution / active EE | $1,231 | $3,185-61.3% | $4,952-75.1% | $2,597-52.6% |
| Participant deferral / active EE | $857 | $3,385-74.7% | $5,638-84.8% | $4,028-78.7% |
| Admin fee / account holder | $1,791 | $5,756-68.9% | $14,679-87.8% | $5,403-66.9% |