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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 | $32,734 | $73,863-55.7% | $143,797-77.2% | $68,490-52.2% |
| Participation rate | 40.3% | 66.7%-26.4pp | 80.3%-40.0pp | 67.9%-27.6pp |
| Annual return | -14.42% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $531 | $3,185-83.3% | $4,952-89.3% | $2,597-79.6% |
| Participant deferral / active EE | $581 | $3,385-82.8% | $5,638-89.7% | $4,028-85.6% |
| Admin fee / account holder | $1,866 | $5,756-67.6% | $14,679-87.3% | $5,403-65.5% |