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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 | $61,530 | $82,678-25.6% | $125,391-50.9% | $68,490-10.2% |
| Participation rate | 20.6% | 75.1%-54.4pp | 82.4%-61.7pp | 67.9%-47.3pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $768 | $3,382-77.3% | $4,816-84.1% | $2,597-70.4% |
| Participant deferral / active EE | $1,701 | $6,111-72.2% | $7,448-77.2% | $4,028-57.8% |
| Admin fee / account holder | $4,616 | $6,277-26.5% | $10,009-53.9% | $5,403-14.6% |