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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 | $53,353 | $59,819-10.8% | $79,583-33.0% | $68,490-22.1% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -1.87% | -12.30%+10.4pp | 0.16%-2.0pp | -7.85%+6.0pp |
| Employer contribution / active EE | $548 | $1,505-63.6% | $2,414-77.3% | $2,597-78.9% |
| Participant deferral / active EE | $561 | $3,025-81.4% | $3,986-85.9% | $4,028-86.1% |
| Admin fee / account holder | $4,841 | $4,835+0.1% | $6,835-29.2% | $5,403-10.4% |