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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 | $22,023 | $53,546-58.9% | $69,884-68.5% | $68,486-67.8% |
| Participation rate | 17.7% | 64.5%-46.8pp | 70.5%-52.7pp | 67.9%-50.2pp |
| Annual return | -3.05% | -13.87%+10.8pp | 190.81%-193.9pp | -7.85%+4.8pp |
| Employer contribution / active EE | $690 | $2,019-65.8% | $2,560-73.1% | $2,597-73.4% |
| Participant deferral / active EE | $912 | $2,957-69.1% | $3,848-76.3% | $4,028-77.4% |
| Admin fee / account holder | $1,591 | $4,693-66.1% | $6,266-74.6% | $5,404-70.6% |