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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 | $27,304 | $64,719-57.8% | $112,249-75.7% | $68,486-60.1% |
| Participation rate | 16.7% | 67.2%-50.5pp | 75.1%-58.4pp | 67.9%-51.2pp |
| Annual return | -17.34% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $810 | $2,747-70.5% | $3,636-77.7% | $2,597-68.8% |
| Participant deferral / active EE | $1,238 | $3,565-65.3% | $4,729-73.8% | $4,028-69.3% |
| Admin fee / account holder | $9,242 | $5,232+76.6% | $6,412+44.1% | $5,404+71.0% |