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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 | $19,007 | $59,834-68.2% | $79,576-76.1% | $68,495-72.3% |
| Participation rate | 59.6% | 61.1%-1.4pp | 69.5%-9.8pp | 67.9%-8.2pp |
| Annual return | -15.27% | -12.30%-3.0pp | 0.15%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $650 | $1,505-56.8% | $2,413-73.1% | $2,596-75.0% |
| Participant deferral / active EE | $825 | $3,024-72.7% | $3,985-79.3% | $4,028-79.5% |
| Admin fee / account holder | $4,632 | $4,835-4.2% | $6,834-32.2% | $5,403-14.3% |