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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 | $29,936 | $73,848-59.5% | $143,799-79.2% | $68,486-56.3% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -17.99% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $505 | $3,184-84.1% | $4,952-89.8% | $2,597-80.5% |
| Participant deferral / active EE | $525 | $3,385-84.5% | $5,638-90.7% | $4,028-87.0% |
| Admin fee / account holder | $5,642 | $5,755-2.0% | $14,677-61.6% | $5,404+4.4% |