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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 | $15,073 | $37,440-59.7% | $77,081-80.4% | $66,930-77.5% |
| Participation rate | 29.7% | 52.9%-23.2pp | 67.9%-38.3pp | 69.8%-40.2pp |
| Annual return | -12.43% | -3.26%-9.2pp | 42.33%-54.8pp | 1.57%-14.0pp |
| Employer contribution / active EE | $460 | $1,534-70.0% | $2,813-83.6% | $2,545-81.9% |
| Participant deferral / active EE | $520 | $2,620-80.1% | $4,428-88.3% | $4,238-87.7% |
| Admin fee / account holder | $3,236 | $568+470.1% | $5,427-40.4% | $593+445.4% |