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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 | $24,344 | $53,162-54.2% | $91,225-73.3% | $68,495-64.5% |
| Participation rate | 22.9% | 63.2%-40.3pp | 73.2%-50.3pp | 67.9%-45.0pp |
| Annual return | -15.94% | -3.14%-12.8pp | 114.10%-130.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $551 | $1,709-67.8% | $2,851-80.7% | $2,596-78.8% |
| Participant deferral / active EE | $1,059 | $2,974-64.4% | $4,234-75.0% | $4,028-73.7% |
| Admin fee / account holder | $2,148 | $4,493-52.2% | $5,422-60.4% | $5,403-60.3% |