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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 | $25,487 | $42,917-40.6% | $60,899-58.1% | $68,495-62.8% |
| Participation rate | 60.6% | 66.8%-6.2pp | 73.1%-12.5pp | 67.9%-7.3pp |
| Annual return | -10.51% | -13.99%+3.5pp | 16.92%-27.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $938 | $1,979-52.6% | $2,702-65.3% | $2,596-63.9% |
| Participant deferral / active EE | $817 | $2,867-71.5% | $3,817-78.6% | $4,028-79.7% |
| Admin fee / account holder | $321 | $3,102-89.7% | $3,225-90.1% | $5,403-94.1% |