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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 | $10,476 | $45,872-77.2% | $77,096-86.4% | $68,486-84.7% |
| Participation rate | 29.0% | 55.9%-26.9pp | 67.9%-38.9pp | 67.9%-38.9pp |
| Annual return | -19.77% | 1.73%-21.5pp | 42.35%-62.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $603 | $1,650-63.5% | $2,814-78.6% | $2,597-76.8% |
| Participant deferral / active EE | $758 | $2,963-74.4% | $4,429-82.9% | $4,028-81.2% |
| Admin fee / account holder | $3,968 | $3,041+30.5% | $5,428-26.9% | $5,404-26.6% |