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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 | $25,479 | $42,909-40.6% | $60,906-58.2% | $68,486-62.8% |
| Participation rate | 22.4% | 66.8%-44.4pp | 73.1%-50.7pp | 67.9%-45.5pp |
| Annual return | -17.78% | -13.99%-3.8pp | 16.94%-34.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $393 | $1,979-80.2% | $2,703-85.5% | $2,597-84.9% |
| Participant deferral / active EE | $807 | $2,866-71.9% | $3,814-78.8% | $4,028-80.0% |
| Admin fee / account holder | $1,175 | $3,104-62.1% | $3,227-63.6% | $5,404-78.3% |