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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 | $11,990 | $54,239-77.9% | $70,098-82.9% | $68,495-82.5% |
| Participation rate | 35.3% | 64.5%-29.2pp | 70.5%-35.2pp | 67.9%-32.6pp |
| Annual return | -18.09% | -13.87%-4.2pp | 190.76%-208.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $392 | $2,019-80.6% | $2,560-84.7% | $2,596-84.9% |
| Participant deferral / active EE | $958 | $2,957-67.6% | $3,849-75.1% | $4,028-76.2% |
| Admin fee / account holder | $1,241 | $4,691-73.6% | $6,266-80.2% | $5,403-77.0% |