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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 | $18,899 | $52,836-64.2% | $105,738-82.1% | $64,173-70.5% |
| Participation rate | 30.3% | 66.5%-36.2pp | 76.3%-46.0pp | 69.6%-39.3pp |
| Annual return | -7.19% | 14.30%-21.5pp | 6.27%-13.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $651 | $1,827-64.4% | $3,268-80.1% | $2,381-72.7% |
| Participant deferral / active EE | $711 | $2,545-72.1% | $4,080-82.6% | $3,470-79.5% |
| Admin fee / account holder | $1,487 | $3,959-62.4% | $6,913-78.5% | $4,887-69.6% |