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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 | $28,342 | $57,352-50.6% | $83,831-66.2% | $64,173-55.8% |
| Participation rate | 51.6% | 68.6%-17.0pp | 76.1%-24.5pp | 69.6%-18.0pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.99%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $922 | $2,546-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $778 | $2,993-74.0% | $4,082-81.0% | $3,470-77.6% |
| Admin fee / account holder | $863 | $4,046-78.7% | $5,479-84.3% | $4,887-82.4% |