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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 | $38,484 | $82,678-53.5% | $125,391-69.3% | $68,490-43.8% |
| Participation rate | 58.3% | 75.1%-16.7pp | 82.4%-24.1pp | 67.9%-9.6pp |
| Annual return | -16.82% | -5.97%-10.9pp | 572.41%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $821 | $3,382-75.7% | $4,816-83.0% | $2,597-68.4% |
| Participant deferral / active EE | $1,293 | $6,111-78.9% | $7,448-82.6% | $4,028-67.9% |
| Admin fee / account holder | $313 | $6,277-95.0% | $10,009-96.9% | $5,403-94.2% |