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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 | $23,296 | $59,813-61.1% | $79,580-70.7% | $68,486-66.0% |
| Participation rate | 51.4% | 61.1%-9.6pp | 69.5%-18.1pp | 67.9%-16.5pp |
| Annual return | -16.87% | -12.30%-4.6pp | 0.15%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $519 | $1,505-65.5% | $2,413-78.5% | $2,597-80.0% |
| Participant deferral / active EE | $797 | $3,024-73.7% | $3,985-80.0% | $4,028-80.2% |
| Admin fee / account holder | $310 | $4,835-93.6% | $6,835-95.5% | $5,404-94.3% |