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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 | $18,997 | $64,719-70.6% | $112,249-83.1% | $68,486-72.3% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | -10.48% | -11.40%+0.9pp | 27.48%-38.0pp | -7.85%-2.6pp |
| Employer contribution / active EE | $692 | $2,747-74.8% | $3,636-81.0% | $2,597-73.4% |
| Participant deferral / active EE | $1,306 | $3,565-63.4% | $4,729-72.4% | $4,028-67.6% |
| Admin fee / account holder | $720 | $5,232-86.2% | $6,412-88.8% | $5,404-86.7% |