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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 | $34,316 | $73,839-53.5% | $143,788-76.1% | $68,495-49.9% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | -15.96% | 1.01%-17.0pp | -0.03%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $441 | $3,184-86.1% | $4,952-91.1% | $2,596-83.0% |
| Participant deferral / active EE | $667 | $3,384-80.3% | $5,638-88.2% | $4,028-83.4% |
| Admin fee / account holder | $584 | $5,755-89.8% | $14,675-96.0% | $5,403-89.2% |