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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 | $25,882 | $73,848-65.0% | $143,799-82.0% | $68,486-62.2% |
| Participation rate | 65.9% | 66.7%-0.8pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -18.54% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,323 | $3,184-27.1% | $4,952-53.1% | $2,597-10.5% |
| Participant deferral / active EE | $694 | $3,385-79.5% | $5,638-87.7% | $4,028-82.8% |
| Admin fee / account holder | $1,356 | $5,755-76.4% | $14,677-90.8% | $5,404-74.9% |