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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 | $35,338 | $82,674-57.3% | $125,381-71.8% | $68,486-48.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $917 | $3,382-72.9% | $4,815-81.0% | $2,597-64.7% |
| Participant deferral / active EE | $2,112 | $6,111-65.4% | $7,448-71.6% | $4,028-47.6% |
| Admin fee / account holder | $2,346 | $6,277-62.6% | $10,007-76.6% | $5,404-56.6% |