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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 | $39,030 | $82,674-52.8% | $125,363-68.9% | $68,495-43.0% |
| Participation rate | 47.8% | 75.0%-27.2pp | 82.4%-34.5pp | 67.9%-20.1pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $859 | $3,382-74.6% | $4,815-82.2% | $2,596-66.9% |
| Participant deferral / active EE | $2,102 | $6,111-65.6% | $7,447-71.8% | $4,028-47.8% |
| Admin fee / account holder | $1,211 | $6,276-80.7% | $10,005-87.9% | $5,403-77.6% |