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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 | $21,214 | $73,848-71.3% | $143,799-85.2% | $68,486-69.0% |
| Participation rate | 45.7% | 66.7%-21.0pp | 80.3%-34.7pp | 67.9%-22.2pp |
| Annual return | -13.44% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $947 | $3,184-70.3% | $4,952-80.9% | $2,597-63.5% |
| Participant deferral / active EE | $623 | $3,385-81.6% | $5,638-88.9% | $4,028-84.5% |
| Admin fee / account holder | $4,529 | $5,755-21.3% | $14,677-69.1% | $5,404-16.2% |