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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 | $16,587 | $42,910-61.3% | $60,919-72.8% | $68,490-75.8% |
| Participation rate | 40.0% | 66.8%-26.8pp | 73.1%-33.1pp | 67.9%-27.9pp |
| Annual return | -14.28% | -13.99%-0.3pp | 16.96%-31.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $392 | $1,978-80.2% | $2,704-85.5% | $2,597-84.9% |
| Participant deferral / active EE | $456 | $2,866-84.1% | $3,814-88.0% | $4,028-88.7% |
| Admin fee / account holder | $608 | $3,104-80.4% | $3,228-81.2% | $5,403-88.7% |