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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 | $20,603 | $43,730-52.9% | $121,220-83.0% | $64,173-67.9% |
| Participation rate | 17.2% | 58.3%-41.1pp | 71.8%-54.5pp | 69.6%-52.3pp |
| Annual return | -6.25% | 68.94%-75.2pp | 16.94%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $364 | $1,297-72.0% | $4,023-91.0% | $2,381-84.7% |
| Participant deferral / active EE | $446 | $2,281-80.4% | $3,345-86.7% | $3,470-87.1% |
| Admin fee / account holder | $1,510 | $3,502-56.9% | $5,021-69.9% | $4,887-69.1% |