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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 | $21,755 | $46,697-53.4% | $117,533-81.5% | $68,486-68.2% |
| Participation rate | 36.7% | 56.8%-20.0pp | 70.6%-33.9pp | 67.9%-31.2pp |
| Annual return | -12.29% | -14.52%+2.2pp | 29.77%-42.1pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,087 | $1,506-27.8% | $4,179-74.0% | $2,597-58.1% |
| Participant deferral / active EE | $223 | $2,637-91.6% | $4,072-94.5% | $4,028-94.5% |
| Admin fee / account holder | $1,724 | $4,023-57.1% | $5,647-69.5% | $5,404-68.1% |