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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 | $37,477 | $75,959-50.7% | $154,114-75.7% | $64,181-41.6% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.16%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,755 | $3,350-47.6% | $5,298-66.9% | $2,381-26.3% |
| Participant deferral / active EE | $735 | $3,175-76.8% | $5,081-85.5% | $3,470-78.8% |
| Admin fee / account holder | $2,556 | $5,589-54.3% | $13,411-80.9% | $4,887-47.7% |