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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 | $19,451 | $54,162-64.1% | $68,612-71.7% | $64,173-69.7% |
| Participation rate | 41.4% | 68.1%-26.7pp | 72.2%-30.9pp | 69.6%-28.2pp |
| Annual return | -5.37% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $374 | $1,846-79.7% | $2,625-85.8% | $2,381-84.3% |
| Participant deferral / active EE | $891 | $2,626-66.1% | $3,311-73.1% | $3,470-74.3% |
| Admin fee / account holder | $745 | $4,029-81.5% | $5,131-85.5% | $4,887-84.8% |