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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 | $27,661 | $72,404-61.8% | $110,243-74.9% | $64,173-56.9% |
| Participation rate | 30.6% | 73.3%-42.7pp | 79.8%-49.2pp | 69.6%-38.9pp |
| Annual return | -4.79% | -6.29%+1.5pp | 314.76%-319.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $550 | $2,282-75.9% | $3,827-85.6% | $2,381-76.9% |
| Participant deferral / active EE | $1,004 | $3,469-71.1% | $4,672-78.5% | $3,470-71.1% |
| Admin fee / account holder | $1,124 | $5,664-80.2% | $8,548-86.8% | $4,887-77.0% |