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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 | $20,970 | $73,863-71.6% | $143,797-85.4% | $68,490-69.4% |
| Participation rate | 37.5% | 66.7%-29.2pp | 80.3%-42.8pp | 67.9%-30.4pp |
| Annual return | -11.81% | 0.91%-12.7pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $489 | $3,185-84.7% | $4,952-90.1% | $2,597-81.2% |
| Participant deferral / active EE | $928 | $3,385-72.6% | $5,638-83.5% | $4,028-77.0% |
| Admin fee / account holder | $2,584 | $5,756-55.1% | $14,679-82.4% | $5,403-52.2% |