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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 | $32,865 | $65,092-49.5% | $143,799-77.1% | $66,938-50.9% |
| Participation rate | 28.7% | 65.2%-36.5pp | 80.3%-51.6pp | 69.8%-41.1pp |
| Annual return | -14.16% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $990 | $2,362-58.1% | $4,952-80.0% | $2,545-61.1% |
| Participant deferral / active EE | $321 | $2,920-89.0% | $5,638-94.3% | $4,238-92.4% |
| Admin fee / account holder | $3,349 | $502+566.6% | $14,677-77.2% | $594+464.3% |