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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 | $29,542 | $82,674-64.3% | $125,363-76.4% | $68,495-56.9% |
| Participation rate | 59.5% | 75.0%-15.6pp | 82.4%-22.9pp | 67.9%-8.4pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.15%-587.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,287 | $3,382-62.0% | $4,815-73.3% | $2,596-50.4% |
| Participant deferral / active EE | $1,809 | $6,111-70.4% | $7,447-75.7% | $4,028-55.1% |
| Admin fee / account holder | $3,357 | $6,276-46.5% | $10,005-66.4% | $5,403-37.9% |