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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 | $17,456 | $82,324-78.8% | $68,803-74.6% | $134,545-87.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -15.46% | -2.17%-13.3pp | -6.37%-9.1pp | 418.37%-433.8pp |
| Employer contribution / active EE | $696 | $3,302-78.9% | $2,656-73.8% | $4,742-85.3% |
| Participant deferral / active EE | $990 | $4,740-79.1% | $3,942-74.9% | $6,401-84.5% |
| Admin fee / account holder | $2,893 | $6,485-55.4% | $4,936-41.4% | $11,431-74.7% |