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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 | $17,851 | $107,809-83.4% | $90,657-80.3% | $135,379-86.8% |
| Participation rate | 16.7% | 78.0%-61.4pp | 74.0%-57.4pp | 82.6%-66.0pp |
| Annual return | -4.10% | -0.90%-3.2pp | 1.89%-6.0pp | 519.79%-523.9pp |
| Employer contribution / active EE | $232 | $3,018-92.3% | $2,532-90.8% | $4,779-95.2% |
| Participant deferral / active EE | $341 | $3,872-91.2% | $3,424-90.0% | $5,609-93.9% |
| Admin fee / account holder | $4,313 | $5,931-27.3% | $4,994-13.6% | $10,828-60.2% |