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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 | $11,312 | $73,848-84.7% | $143,799-92.1% | $68,486-83.5% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -18.61% | 0.91%-19.5pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,449 | $3,184-54.5% | $4,952-70.7% | $2,597-44.2% |
| Participant deferral / active EE | $334 | $3,385-90.1% | $5,638-94.1% | $4,028-91.7% |
| Admin fee / account holder | $5,394 | $5,755-6.3% | $14,677-63.2% | $5,404-0.2% |