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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 | $14,064 | $69,012-79.6% | $160,037-91.2% | $68,490-79.5% |
| Participation rate | 35.2% | 65.4%-30.2pp | 78.0%-42.8pp | 67.9%-32.7pp |
| Annual return | -17.52% | -9.65%-7.9pp | 408.95%-426.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $805 | $2,212-63.6% | $4,226-81.0% | $2,597-69.0% |
| Participant deferral / active EE | $1,215 | $4,212-71.2% | $6,184-80.4% | $4,028-69.8% |
| Admin fee / account holder | $941 | $4,798-80.4% | $8,716-89.2% | $5,403-82.6% |