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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 | $17,549 | $49,280-64.4% | $67,313-73.9% | $64,173-72.7% |
| Participation rate | 24.6% | 60.8%-36.2pp | 69.1%-44.5pp | 69.6%-45.0pp |
| Annual return | -8.21% | -1.39%-6.8pp | -4.08%-4.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $464 | $1,668-72.2% | $2,566-81.9% | $2,381-80.5% |
| Participant deferral / active EE | $666 | $2,484-73.2% | $3,568-81.3% | $3,470-80.8% |
| Admin fee / account holder | $3,060 | $3,863-20.8% | $4,507-32.1% | $4,887-37.4% |