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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 | $34,174 | $69,012-50.5% | $160,009-78.6% | $68,486-50.1% |
| Participation rate | 46.3% | 65.4%-19.1pp | 78.0%-31.6pp | 67.9%-21.6pp |
| Annual return | -16.04% | -9.65%-6.4pp | 408.85%-424.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $598 | $2,212-73.0% | $4,225-85.9% | $2,597-77.0% |
| Participant deferral / active EE | $1,318 | $4,212-68.7% | $6,183-78.7% | $4,028-67.3% |
| Admin fee / account holder | $6,017 | $4,798+25.4% | $8,715-31.0% | $5,404+11.4% |