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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 | $23,266 | $65,092-64.3% | $143,799-83.8% | $66,938-65.2% |
| Participation rate | 32.4% | 65.2%-32.8pp | 80.3%-47.9pp | 69.8%-37.4pp |
| Annual return | -17.10% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $439 | $2,362-81.4% | $4,952-91.1% | $2,545-82.8% |
| Participant deferral / active EE | $542 | $2,920-81.5% | $5,638-90.4% | $4,238-87.2% |
| Admin fee / account holder | $1,893 | $502+276.9% | $14,677-87.1% | $594+219.0% |