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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 | $24,486 | $42,909-42.9% | $60,906-59.8% | $68,486-64.2% |
| Participation rate | 51.4% | 66.8%-15.3pp | 73.1%-21.7pp | 67.9%-16.5pp |
| Annual return | -12.90% | -13.99%+1.1pp | 16.94%-29.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $724 | $1,979-63.4% | $2,703-73.2% | $2,597-72.1% |
| Participant deferral / active EE | $724 | $2,866-74.8% | $3,814-81.0% | $4,028-82.0% |
| Admin fee / account holder | $813 | $3,104-73.8% | $3,227-74.8% | $5,404-84.9% |