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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 | $25,790 | $59,819-56.9% | $79,583-67.6% | $68,490-62.3% |
| Participation rate | 47.8% | 61.1%-13.3pp | 69.5%-21.7pp | 67.9%-20.1pp |
| Annual return | -16.54% | -12.30%-4.2pp | 0.16%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $781 | $1,505-48.1% | $2,414-67.7% | $2,597-69.9% |
| Participant deferral / active EE | $1,248 | $3,025-58.7% | $3,986-68.7% | $4,028-69.0% |
| Admin fee / account holder | $979 | $4,835-79.8% | $6,835-85.7% | $5,403-81.9% |