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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 | $17,005 | $87,546-80.6% | $75,784-77.6% | $125,389-86.4% |
| Participation rate | 61.9% | 80.2%-18.3pp | 75.8%-13.9pp | 83.2%-21.3pp |
| Annual return | -1.41% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,208 | $3,930-69.3% | $3,323-63.6% | $4,866-75.2% |
| Participant deferral / active EE | $123 | $4,230-97.1% | $3,652-96.6% | $5,352-97.7% |
| Admin fee / account holder | $2,834 | $6,503-56.4% | $5,300-46.5% | $9,541-70.3% |