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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 | $35,564 | $82,674-57.0% | $125,363-71.6% | $68,495-48.1% |
| Participation rate | 26.2% | 75.0%-48.9pp | 82.4%-56.2pp | 67.9%-41.7pp |
| Annual return | -18.27% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,119 | $3,382-66.9% | $4,815-76.7% | $2,596-56.9% |
| Participant deferral / active EE | $2,244 | $6,111-63.3% | $7,447-69.9% | $4,028-44.3% |
| Admin fee / account holder | $5,674 | $6,276-9.6% | $10,005-43.3% | $5,403+5.0% |