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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 | $19,580 | $69,012-71.6% | $160,037-87.8% | $68,490-71.4% |
| Participation rate | 34.4% | 65.4%-31.0pp | 78.0%-43.6pp | 67.9%-33.5pp |
| Annual return | -8.73% | -9.65%+0.9pp | 408.95%-417.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $883 | $2,212-60.1% | $4,226-79.1% | $2,597-66.0% |
| Participant deferral / active EE | $1,103 | $4,212-73.8% | $6,184-82.2% | $4,028-72.6% |
| Admin fee / account holder | $23,090 | $4,798+381.2% | $8,716+164.9% | $5,403+327.4% |