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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 | $30,122 | $82,678-63.6% | $125,391-76.0% | $68,490-56.0% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -18.52% | -5.97%-12.6pp | 572.41%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,091 | $3,382-67.8% | $4,816-77.4% | $2,597-58.0% |
| Participant deferral / active EE | $1,936 | $6,111-68.3% | $7,448-74.0% | $4,028-51.9% |
| Admin fee / account holder | $1,180 | $6,277-81.2% | $10,009-88.2% | $5,403-78.2% |