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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 | $17,546 | $53,546-67.2% | $69,890-74.9% | $68,490-74.4% |
| Participation rate | 37.5% | 64.5%-27.0pp | 70.5%-33.0pp | 67.9%-30.4pp |
| Annual return | -18.20% | -13.87%-4.3pp | 190.84%-209.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $664 | $2,019-67.1% | $2,560-74.1% | $2,597-74.4% |
| Participant deferral / active EE | $953 | $2,957-67.8% | $3,848-75.2% | $4,028-76.3% |
| Admin fee / account holder | $1,321 | $4,693-71.9% | $6,267-78.9% | $5,403-75.6% |