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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 | $19,584 | $54,370-64.0% | $82,763-76.3% | $68,490-71.4% |
| Participation rate | 63.4% | 63.9%-0.5pp | 72.6%-9.2pp | 67.9%-4.5pp |
| Annual return | -16.36% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $284 | $2,219-87.2% | $3,008-90.6% | $2,597-89.1% |
| Participant deferral / active EE | $837 | $3,247-74.2% | $4,395-81.0% | $4,028-79.2% |
| Admin fee / account holder | $2,574 | $4,398-41.5% | $5,325-51.7% | $5,403-52.4% |