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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 | $22,991 | $64,719-64.5% | $112,249-79.5% | $68,486-66.4% |
| Participation rate | 30.6% | 67.2%-36.6pp | 75.1%-44.5pp | 67.9%-37.3pp |
| Annual return | -17.77% | -11.40%-6.4pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $792 | $2,747-71.2% | $3,636-78.2% | $2,597-69.5% |
| Participant deferral / active EE | $1,421 | $3,565-60.1% | $4,729-69.9% | $4,028-64.7% |
| Admin fee / account holder | $1,686 | $5,232-67.8% | $6,412-73.7% | $5,404-68.8% |