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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 | $48,832 | $82,674-40.9% | $125,381-61.1% | $68,486-28.7% |
| Participation rate | 39.5% | 75.1%-35.6pp | 82.4%-42.9pp | 67.9%-28.4pp |
| Annual return | -17.30% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,129 | $3,382-66.6% | $4,815-76.6% | $2,597-56.5% |
| Participant deferral / active EE | $1,456 | $6,111-76.2% | $7,448-80.5% | $4,028-63.8% |
| Admin fee / account holder | $743 | $6,277-88.2% | $10,007-92.6% | $5,404-86.3% |