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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 | $27,357 | $64,719-57.7% | $112,249-75.6% | $68,486-60.1% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -14.44% | -11.40%-3.0pp | 27.48%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $896 | $2,747-67.4% | $3,636-75.3% | $2,597-65.5% |
| Participant deferral / active EE | $1,417 | $3,565-60.3% | $4,729-70.0% | $4,028-64.8% |
| Admin fee / account holder | $15,618 | $5,232+198.5% | $6,412+143.6% | $5,404+189.0% |