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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 | $18,217 | $73,863-75.3% | $143,797-87.3% | $68,490-73.4% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | -17.33% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $522 | $3,185-83.6% | $4,952-89.5% | $2,597-79.9% |
| Participant deferral / active EE | $533 | $3,385-84.2% | $5,638-90.5% | $4,028-86.8% |
| Admin fee / account holder | $2,768 | $5,756-51.9% | $14,679-81.1% | $5,403-48.8% |