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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 | $21,616 | $77,817-72.2% | $123,553-82.5% | $64,173-66.3% |
| Participation rate | 62.2% | 74.7%-12.5pp | 82.3%-20.1pp | 69.6%-7.4pp |
| Annual return | -5.91% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,127 | $3,014-62.6% | $4,628-75.7% | $2,381-52.7% |
| Participant deferral / active EE | $1,943 | $5,240-62.9% | $6,426-69.8% | $3,470-44.0% |
| Admin fee / account holder | $539 | $5,519-90.2% | $9,284-94.2% | $4,887-89.0% |