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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 | $20,230 | $84,518-76.1% | $67,704-70.1% | $125,388-83.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 67.5%-30.0pp | 83.2%-45.7pp |
| Annual return | -2.29% | 2.57%-4.9pp | 25.41%-27.7pp | 282.24%-284.5pp |
| Employer contribution / active EE | $247 | $3,292-92.5% | $2,559-90.3% | $4,866-94.9% |
| Participant deferral / active EE | $495 | $4,430-88.8% | $3,585-86.2% | $5,352-90.8% |
| Admin fee / account holder | $1,480 | $5,340-72.3% | $4,255-65.2% | $9,541-84.5% |