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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 | $25,917 | $73,848-64.9% | $143,799-82.0% | $68,486-62.2% |
| Participation rate | 48.6% | 66.7%-18.0pp | 80.3%-31.7pp | 67.9%-19.2pp |
| Annual return | -11.86% | 0.91%-12.8pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $692 | $3,184-78.3% | $4,952-86.0% | $2,597-73.4% |
| Participant deferral / active EE | $799 | $3,385-76.4% | $5,638-85.8% | $4,028-80.2% |
| Admin fee / account holder | $2,534 | $5,755-56.0% | $14,677-82.7% | $5,404-53.1% |