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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 | $18,930 | $82,674-77.1% | $125,381-84.9% | $68,486-72.4% |
| Participation rate | 41.2% | 75.1%-33.9pp | 82.4%-41.2pp | 67.9%-26.7pp |
| Annual return | -14.65% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,124 | $3,382-66.8% | $4,815-76.7% | $2,597-56.7% |
| Participant deferral / active EE | $2,060 | $6,111-66.3% | $7,448-72.3% | $4,028-48.9% |
| Admin fee / account holder | $1,739 | $6,277-72.3% | $10,007-82.6% | $5,404-67.8% |