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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 | $31,178 | $95,917-67.5% | $79,583-60.8% | $134,545-76.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -12.95% | -2.70%-10.2pp | 0.16%-13.1pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,727 | $3,129-12.8% | $2,414+13.0% | $4,742-42.5% |
| Participant deferral / active EE | $1,052 | $4,694-77.6% | $3,986-73.6% | $6,401-83.6% |
| Admin fee / account holder | $4,903 | $9,132-46.3% | $6,835-28.3% | $11,431-57.1% |