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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 | $14,029 | $42,910-67.3% | $60,919-77.0% | $68,490-79.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -15.42% | -13.99%-1.4pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $420 | $1,978-78.7% | $2,704-84.5% | $2,597-83.8% |
| Participant deferral / active EE | $631 | $2,866-78.0% | $3,814-83.5% | $4,028-84.3% |
| Admin fee / account holder | $893 | $3,104-71.2% | $3,228-72.3% | $5,403-83.5% |