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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 | $10,397 | $73,863-85.9% | $143,797-92.8% | $68,490-84.8% |
| Participation rate | 31.9% | 66.7%-34.8pp | 80.3%-48.4pp | 67.9%-36.0pp |
| Annual return | -18.98% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $584 | $3,185-81.7% | $4,952-88.2% | $2,597-77.5% |
| Participant deferral / active EE | $888 | $3,385-73.8% | $5,638-84.3% | $4,028-78.0% |
| Admin fee / account holder | $4,214 | $5,756-26.8% | $14,679-71.3% | $5,403-22.0% |