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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 | $13,302 | $63,471-79.0% | $68,808-80.7% | $66,938-80.1% |
| Participation rate | 19.4% | 60.0%-40.6pp | 69.0%-49.6pp | 69.8%-50.4pp |
| Annual return | -9.75% | -8.29%-1.5pp | -6.37%-3.4pp | 1.58%-11.3pp |
| Employer contribution / active EE | $445 | $1,776-74.9% | $2,656-83.2% | $2,545-82.5% |
| Participant deferral / active EE | $738 | $2,946-75.0% | $3,942-81.3% | $4,238-82.6% |
| Admin fee / account holder | $1,425 | $578+146.5% | $4,936-71.1% | $594+140.0% |