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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 | $22,776 | $59,819-61.9% | $79,583-71.4% | $68,490-66.7% |
| Participation rate | 47.0% | 61.1%-14.1pp | 69.5%-22.5pp | 67.9%-20.9pp |
| Annual return | -16.72% | -12.30%-4.4pp | 0.16%-16.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $738 | $1,505-51.0% | $2,414-69.4% | $2,597-71.6% |
| Participant deferral / active EE | $1,226 | $3,025-59.5% | $3,986-69.2% | $4,028-69.6% |
| Admin fee / account holder | $5,745 | $4,835+18.8% | $6,835-15.9% | $5,403+6.3% |