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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 | $25,076 | $82,678-69.7% | $125,391-80.0% | $68,490-63.4% |
| Participation rate | 63.3% | 75.1%-11.8pp | 82.4%-19.1pp | 67.9%-4.6pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,314 | $3,382-61.2% | $4,816-72.7% | $2,597-49.4% |
| Participant deferral / active EE | $2,468 | $6,111-59.6% | $7,448-66.9% | $4,028-38.7% |
| Admin fee / account holder | $435 | $6,277-93.1% | $10,009-95.7% | $5,403-91.9% |