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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 | $25,629 | $48,267-46.9% | $68,808-62.8% | $68,486-62.6% |
| Participation rate | 58.0% | 60.7%-2.7pp | 69.0%-11.0pp | 67.9%-9.9pp |
| Annual return | -13.69% | -12.70%-1.0pp | -6.37%-7.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $750 | $1,829-59.0% | $2,656-71.8% | $2,597-71.1% |
| Participant deferral / active EE | $912 | $2,867-68.2% | $3,942-76.9% | $4,028-77.4% |
| Admin fee / account holder | $611 | $4,362-86.0% | $4,936-87.6% | $5,404-88.7% |