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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 | $27,653 | $46,697-40.8% | $117,533-76.5% | $68,486-59.6% |
| Participation rate | 29.4% | 56.8%-27.4pp | 70.6%-41.2pp | 67.9%-38.5pp |
| Annual return | -15.31% | -14.52%-0.8pp | 29.77%-45.1pp | -7.85%-7.5pp |
| Employer contribution / active EE | $376 | $1,506-75.0% | $4,179-91.0% | $2,597-85.5% |
| Participant deferral / active EE | $584 | $2,637-77.9% | $4,072-85.7% | $4,028-85.5% |
| Admin fee / account holder | $738 | $4,023-81.7% | $5,647-86.9% | $5,404-86.3% |