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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 | $17,245 | $59,819-71.2% | $79,583-78.3% | $68,490-74.8% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -19.06% | -12.30%-6.8pp | 0.16%-19.2pp | -7.85%-11.2pp |
| Employer contribution / active EE | $659 | $1,505-56.3% | $2,414-72.7% | $2,597-74.6% |
| Participant deferral / active EE | $712 | $3,025-76.5% | $3,986-82.1% | $4,028-82.3% |
| Admin fee / account holder | $434 | $4,835-91.0% | $6,835-93.6% | $5,403-92.0% |