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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 | $22,786 | $59,819-61.9% | $79,583-71.4% | $68,490-66.7% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.5%-44.0pp | 67.9%-42.4pp |
| Annual return | -17.70% | -12.30%-5.4pp | 0.16%-17.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $468 | $1,505-68.9% | $2,414-80.6% | $2,597-82.0% |
| Participant deferral / active EE | $713 | $3,025-76.4% | $3,986-82.1% | $4,028-82.3% |
| Admin fee / account holder | $1,293 | $4,835-73.3% | $6,835-81.1% | $5,403-76.1% |