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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 | $33,832 | $82,674-59.1% | $125,363-73.0% | $68,495-50.6% |
| Participation rate | 38.2% | 75.0%-36.8pp | 82.4%-44.1pp | 67.9%-29.7pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.15%-591.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,178 | $3,382-65.2% | $4,815-75.5% | $2,596-54.6% |
| Participant deferral / active EE | $2,081 | $6,111-66.0% | $7,447-72.1% | $4,028-48.3% |
| Admin fee / account holder | $4,128 | $6,276-34.2% | $10,005-58.7% | $5,403-23.6% |