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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 | $19,400 | $73,848-73.7% | $143,799-86.5% | $68,486-71.7% |
| Participation rate | 31.1% | 66.7%-35.5pp | 80.3%-49.2pp | 67.9%-36.8pp |
| Annual return | -14.31% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $614 | $3,184-80.7% | $4,952-87.6% | $2,597-76.4% |
| Participant deferral / active EE | $781 | $3,385-76.9% | $5,638-86.1% | $4,028-80.6% |
| Admin fee / account holder | $4,885 | $5,755-15.1% | $14,677-66.7% | $5,404-9.6% |