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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 | $38,214 | $58,320-34.5% | $86,438-55.8% | $66,938-42.9% |
| Participation rate | 40.6% | 78.6%-38.0pp | 80.3%-39.7pp | 69.8%-29.2pp |
| Annual return | -14.16% | -9.71%-4.4pp | 4397.19%-4411.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,523 | $2,615-41.8% | $3,769-59.6% | $2,545-40.2% |
| Participant deferral / active EE | $3,142 | $6,899-54.5% | $6,952-54.8% | $4,238-25.9% |
| Admin fee / account holder | $1,459 | $546+167.2% | $6,733-78.3% | $594+145.7% |