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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 | $19,544 | $53,546-63.5% | $69,890-72.0% | $68,490-71.5% |
| Participation rate | 42.9% | 64.5%-21.7pp | 70.5%-27.6pp | 67.9%-25.0pp |
| Annual return | -18.50% | -13.87%-4.6pp | 190.84%-209.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $490 | $2,019-75.7% | $2,560-80.8% | $2,597-81.1% |
| Participant deferral / active EE | $936 | $2,957-68.3% | $3,848-75.7% | $4,028-76.8% |
| Admin fee / account holder | $1,998 | $4,693-57.4% | $6,267-68.1% | $5,403-63.0% |