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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 | $16,499 | $73,839-77.7% | $143,788-88.5% | $68,495-75.9% |
| Participation rate | 44.2% | 66.7%-22.5pp | 80.3%-36.1pp | 67.9%-23.7pp |
| Annual return | -10.39% | 1.01%-11.4pp | -0.03%-10.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $590 | $3,184-81.5% | $4,952-88.1% | $2,596-77.3% |
| Participant deferral / active EE | $757 | $3,384-77.6% | $5,638-86.6% | $4,028-81.2% |
| Admin fee / account holder | $5,830 | $5,755+1.3% | $14,675-60.3% | $5,403+7.9% |