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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 | $17,405 | $53,162-67.3% | $91,227-80.9% | $68,490-74.6% |
| Participation rate | 41.8% | 63.2%-21.5pp | 73.2%-31.4pp | 67.9%-26.1pp |
| Annual return | -13.47% | -3.14%-10.3pp | 114.14%-127.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $367 | $1,709-78.6% | $2,851-87.1% | $2,597-85.9% |
| Participant deferral / active EE | $1,061 | $2,974-64.3% | $4,234-74.9% | $4,028-73.6% |
| Admin fee / account holder | $4,369 | $4,493-2.8% | $5,423-19.4% | $5,403-19.1% |