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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 | $39,639 | $82,674-52.1% | $125,363-68.4% | $68,495-42.1% |
| Participation rate | 43.1% | 75.0%-32.0pp | 82.4%-39.3pp | 67.9%-24.8pp |
| Annual return | -6.24% | -5.97%-0.3pp | 572.15%-578.4pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,774 | $3,382-47.5% | $4,815-63.2% | $2,596-31.7% |
| Participant deferral / active EE | $2,453 | $6,111-59.9% | $7,447-67.1% | $4,028-39.1% |
| Admin fee / account holder | $1,561 | $6,276-75.1% | $10,005-84.4% | $5,403-71.1% |