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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 | $65,118 | $82,674-21.2% | $125,363-48.1% | $68,495-4.9% |
| Participation rate | 50.8% | 75.0%-24.2pp | 82.4%-31.6pp | 67.9%-17.1pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.15%-590.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $953 | $3,382-71.8% | $4,815-80.2% | $2,596-63.3% |
| Participant deferral / active EE | $2,430 | $6,111-60.2% | $7,447-67.4% | $4,028-39.7% |
| Admin fee / account holder | $1,586 | $6,276-74.7% | $10,005-84.1% | $5,403-70.6% |