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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 | $32,631 | $131,835-75.2% | $108,582-69.9% | $273,972-88.1% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | 2.67% | -91.57%+94.2pp | -51.70%+54.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $873 | $4,913-82.2% | $3,758-76.8% | $4,869-82.1% |
| Participant deferral / active EE | $976 | $5,127-81.0% | $4,311-77.4% | $5,287-81.5% |
| Admin fee / account holder | $3,221 | $10,253-68.6% | $7,645-57.9% | $10,133-68.2% |