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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 | $17,297 | $42,910-59.7% | $60,919-71.6% | $68,490-74.7% |
| Participation rate | 52.2% | 66.8%-14.5pp | 73.1%-20.9pp | 67.9%-15.7pp |
| Annual return | -13.96% | -13.99%0pp | 16.96%-30.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $951 | $1,978-51.9% | $2,704-64.8% | $2,597-63.4% |
| Participant deferral / active EE | $356 | $2,866-87.6% | $3,814-90.7% | $4,028-91.2% |
| Admin fee / account holder | $2,495 | $3,104-19.6% | $3,228-22.7% | $5,403-53.8% |