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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 | $26,133 | $72,404-63.9% | $110,241-76.3% | $64,181-59.3% |
| Participation rate | 49.3% | 73.3%-24.0pp | 79.8%-30.5pp | 69.6%-20.3pp |
| Annual return | -5.06% | -6.29%+1.2pp | 314.75%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $888 | $2,282-61.1% | $3,827-76.8% | $2,381-62.7% |
| Participant deferral / active EE | $1,532 | $3,469-55.8% | $4,672-67.2% | $3,470-55.8% |
| Admin fee / account holder | $2,203 | $5,664-61.1% | $8,548-74.2% | $4,887-54.9% |