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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 | $12,435 | $42,910-71.0% | $60,919-79.6% | $68,490-81.8% |
| Participation rate | 40.6% | 66.8%-26.2pp | 73.1%-32.5pp | 67.9%-27.3pp |
| Annual return | -18.16% | -13.99%-4.2pp | 16.96%-35.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $432 | $1,978-78.2% | $2,704-84.0% | $2,597-83.4% |
| Participant deferral / active EE | $834 | $2,866-70.9% | $3,814-78.1% | $4,028-79.3% |
| Admin fee / account holder | $3,602 | $3,104+16.0% | $3,228+11.6% | $5,403-33.3% |