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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 | $13,766 | $73,839-81.4% | $143,788-90.4% | $68,495-79.9% |
| Participation rate | 53.1% | 66.7%-13.6pp | 80.3%-27.3pp | 67.9%-14.8pp |
| Annual return | -13.23% | 1.01%-14.2pp | -0.03%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $576 | $3,184-81.9% | $4,952-88.4% | $2,596-77.8% |
| Participant deferral / active EE | $820 | $3,384-75.8% | $5,638-85.5% | $4,028-79.6% |
| Admin fee / account holder | $2,816 | $5,755-51.1% | $14,675-80.8% | $5,403-47.9% |