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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 | $22,098 | $42,917-48.5% | $60,899-63.7% | $68,495-67.7% |
| Participation rate | 8.8% | 66.8%-58.0pp | 73.1%-64.3pp | 67.9%-59.1pp |
| Annual return | -7.12% | -13.99%+6.9pp | 16.92%-24.0pp | -7.84%+0.7pp |
| Employer contribution / active EE | $453 | $1,979-77.1% | $2,702-83.2% | $2,596-82.6% |
| Participant deferral / active EE | $856 | $2,867-70.1% | $3,817-77.6% | $4,028-78.7% |
| Admin fee / account holder | $461 | $3,102-85.1% | $3,225-85.7% | $5,403-91.5% |