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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 | $18,049 | $54,357-66.8% | $82,706-78.2% | $68,495-73.6% |
| Participation rate | 10.9% | 63.9%-53.0pp | 72.6%-61.6pp | 67.9%-57.0pp |
| Annual return | -1.87% | -13.67%+11.8pp | 701.76%-703.6pp | -7.84%+6.0pp |
| Employer contribution / active EE | $370 | $2,218-83.3% | $3,007-87.7% | $2,596-85.7% |
| Participant deferral / active EE | $655 | $3,246-79.8% | $4,394-85.1% | $4,028-83.7% |
| Admin fee / account holder | $1,558 | $4,396-64.6% | $5,329-70.8% | $5,403-71.2% |