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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 | $24,281 | $46,697-48.0% | $117,533-79.3% | $68,486-64.5% |
| Participation rate | 15.0% | 56.8%-41.8pp | 70.6%-55.6pp | 67.9%-52.9pp |
| Annual return | -18.67% | -14.52%-4.2pp | 29.77%-48.4pp | -7.85%-10.8pp |
| Employer contribution / active EE | $359 | $1,506-76.2% | $4,179-91.4% | $2,597-86.2% |
| Participant deferral / active EE | $847 | $2,637-67.9% | $4,072-79.2% | $4,028-79.0% |
| Admin fee / account holder | $1,147 | $4,023-71.5% | $5,647-79.7% | $5,404-78.8% |