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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 | $20,881 | $57,352-63.6% | $83,830-75.1% | $64,173-67.5% |
| Participation rate | 28.0% | 68.6%-40.6pp | 76.1%-48.1pp | 69.6%-41.6pp |
| Annual return | -8.32% | 11.38%-19.7pp | 850.97%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $558 | $2,546-78.1% | $3,631-84.6% | $2,381-76.5% |
| Participant deferral / active EE | $904 | $2,993-69.8% | $4,082-77.8% | $3,470-73.9% |
| Admin fee / account holder | $1,390 | $4,046-65.6% | $5,479-74.6% | $4,887-71.6% |