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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 | $20,321 | $73,863-72.5% | $143,797-85.9% | $68,490-70.3% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -18.57% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $410 | $3,185-87.1% | $4,952-91.7% | $2,597-84.2% |
| Participant deferral / active EE | $471 | $3,385-86.1% | $5,638-91.6% | $4,028-88.3% |
| Admin fee / account holder | $1,535 | $5,756-73.3% | $14,679-89.5% | $5,403-71.6% |