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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 | $17,865 | $73,863-75.8% | $143,797-87.6% | $68,490-73.9% |
| Participation rate | 55.3% | 66.7%-11.4pp | 80.3%-25.1pp | 67.9%-12.6pp |
| Annual return | -13.55% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,079 | $3,185-66.1% | $4,952-78.2% | $2,597-58.4% |
| Participant deferral / active EE | $16 | $3,385-99.5% | $5,638-99.7% | $4,028-99.6% |
| Admin fee / account holder | $3,966 | $5,756-31.1% | $14,679-73.0% | $5,403-26.6% |