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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 | $25,380 | $82,678-69.3% | $125,391-79.8% | $68,490-62.9% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,062 | $3,382-68.6% | $4,816-78.0% | $2,597-59.1% |
| Participant deferral / active EE | $2,320 | $6,111-62.0% | $7,448-68.9% | $4,028-42.4% |
| Admin fee / account holder | $3,350 | $6,277-46.6% | $10,009-66.5% | $5,403-38.0% |