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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 | $17,544 | $48,267-63.7% | $68,808-74.5% | $68,486-74.4% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -17.73% | -12.70%-5.0pp | -6.37%-11.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $483 | $1,829-73.6% | $2,656-81.8% | $2,597-81.4% |
| Participant deferral / active EE | $615 | $2,867-78.6% | $3,942-84.4% | $4,028-84.7% |
| Admin fee / account holder | $2,446 | $4,362-43.9% | $4,936-50.5% | $5,404-54.7% |