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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 | $22,911 | $45,872-50.1% | $77,096-70.3% | $68,486-66.5% |
| Participation rate | 22.6% | 55.9%-33.3pp | 67.9%-45.3pp | 67.9%-45.3pp |
| Annual return | -18.59% | 1.73%-20.3pp | 42.35%-60.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $341 | $1,650-79.4% | $2,814-87.9% | $2,597-86.9% |
| Participant deferral / active EE | $722 | $2,963-75.6% | $4,429-83.7% | $4,028-82.1% |
| Admin fee / account holder | $1,127 | $3,041-62.9% | $5,428-79.2% | $5,404-79.1% |