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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 | $23,316 | $82,674-71.8% | $125,381-81.4% | $68,486-66.0% |
| Participation rate | 49.0% | 75.1%-26.0pp | 82.4%-33.4pp | 67.9%-18.9pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,115 | $3,382-67.0% | $4,815-76.8% | $2,597-57.1% |
| Participant deferral / active EE | $2,167 | $6,111-64.5% | $7,448-70.9% | $4,028-46.2% |
| Admin fee / account holder | $3,278 | $6,277-47.8% | $10,007-67.2% | $5,404-39.3% |