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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 | $18,718 | $73,848-74.7% | $143,799-87.0% | $68,486-72.7% |
| Participation rate | 45.3% | 66.7%-21.3pp | 80.3%-35.0pp | 67.9%-22.6pp |
| Annual return | -10.46% | 0.91%-11.4pp | -0.04%-10.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $782 | $3,184-75.4% | $4,952-84.2% | $2,597-69.9% |
| Participant deferral / active EE | $607 | $3,385-82.1% | $5,638-89.2% | $4,028-84.9% |
| Admin fee / account holder | $3,584 | $5,755-37.7% | $14,677-75.6% | $5,404-33.7% |