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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 | $24,147 | $82,674-70.8% | $125,363-80.7% | $68,495-64.7% |
| Participation rate | 42.4% | 75.0%-32.6pp | 82.4%-40.0pp | 67.9%-25.5pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.15%-586.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,073 | $3,382-68.3% | $4,815-77.7% | $2,596-58.7% |
| Participant deferral / active EE | $2,072 | $6,111-66.1% | $7,447-72.2% | $4,028-48.6% |
| Admin fee / account holder | $7,095 | $6,276+13.0% | $10,005-29.1% | $5,403+31.3% |