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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 | $26,394 | $81,870-67.8% | $119,622-77.9% | $68,486-61.5% |
| Participation rate | 31.3% | 71.9%-40.6pp | 79.3%-48.0pp | 67.9%-36.6pp |
| Annual return | -14.76% | -23.82%+9.1pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,012 | $2,692-62.4% | $4,232-76.1% | $2,597-61.0% |
| Participant deferral / active EE | $1,787 | $4,148-56.9% | $5,601-68.1% | $4,028-55.6% |
| Admin fee / account holder | $322 | $6,583-95.1% | $10,328-96.9% | $5,404-94.0% |