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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 | $12,480 | $48,267-74.1% | $68,808-81.9% | $68,486-81.8% |
| Participation rate | 30.6% | 60.7%-30.1pp | 69.0%-38.4pp | 67.9%-37.3pp |
| Annual return | -11.41% | -12.70%+1.3pp | -6.37%-5.0pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,001 | $1,829-45.2% | $2,656-62.3% | $2,597-61.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,668 | $4,362-61.8% | $4,936-66.2% | $5,404-69.1% |