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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 | $24,256 | $42,917-43.5% | $60,899-60.2% | $68,495-64.6% |
| Participation rate | 17.9% | 66.8%-48.8pp | 73.1%-55.2pp | 67.9%-49.9pp |
| Annual return | -16.44% | -13.99%-2.5pp | 16.92%-33.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $447 | $1,979-77.4% | $2,702-83.5% | $2,596-82.8% |
| Participant deferral / active EE | $603 | $2,867-79.0% | $3,817-84.2% | $4,028-85.0% |
| Admin fee / account holder | $673 | $3,102-78.3% | $3,225-79.1% | $5,403-87.6% |