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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 | $20,301 | $64,729-68.6% | $112,263-81.9% | $68,490-70.4% |
| Participation rate | 18.9% | 67.2%-48.2pp | 75.1%-56.1pp | 67.9%-49.0pp |
| Annual return | -14.82% | -11.40%-3.4pp | 27.49%-42.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $922 | $2,746-66.4% | $3,636-74.6% | $2,597-64.5% |
| Participant deferral / active EE | $945 | $3,566-73.5% | $4,729-80.0% | $4,028-76.5% |
| Admin fee / account holder | $366 | $5,222-93.0% | $6,410-94.3% | $5,403-93.2% |