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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 | $20,004 | $48,267-58.6% | $68,808-70.9% | $68,486-70.8% |
| Participation rate | 17.6% | 60.7%-43.0pp | 69.0%-51.4pp | 67.9%-50.2pp |
| Annual return | -17.49% | -12.70%-4.8pp | -6.37%-11.1pp | -7.85%-9.6pp |
| Employer contribution / active EE | $367 | $1,829-80.0% | $2,656-86.2% | $2,597-85.9% |
| Participant deferral / active EE | $737 | $2,867-74.3% | $3,942-81.3% | $4,028-81.7% |
| Admin fee / account holder | $3,776 | $4,362-13.4% | $4,936-23.5% | $5,404-30.1% |