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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 | $25,709 | $73,839-65.2% | $143,788-82.1% | $68,495-62.5% |
| Participation rate | 22.6% | 66.7%-44.0pp | 80.3%-57.7pp | 67.9%-45.3pp |
| Annual return | -14.70% | 1.01%-15.7pp | -0.03%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $400 | $3,184-87.4% | $4,952-91.9% | $2,596-84.6% |
| Participant deferral / active EE | $733 | $3,384-78.3% | $5,638-87.0% | $4,028-81.8% |
| Admin fee / account holder | $4,651 | $5,755-19.2% | $14,675-68.3% | $5,403-13.9% |