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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 | $17,571 | $59,819-70.6% | $79,583-77.9% | $68,490-74.3% |
| Participation rate | 26.0% | 61.1%-35.1pp | 69.5%-43.5pp | 67.9%-41.9pp |
| Annual return | -16.73% | -12.30%-4.4pp | 0.16%-16.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $379 | $1,505-74.8% | $2,414-84.3% | $2,597-85.4% |
| Participant deferral / active EE | $545 | $3,025-82.0% | $3,986-86.3% | $4,028-86.5% |
| Admin fee / account holder | $1,809 | $4,835-62.6% | $6,835-73.5% | $5,403-66.5% |