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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 | $37,945 | $43,730-13.2% | $121,220-68.7% | $64,173-40.9% |
| Participation rate | 37.5% | 58.3%-20.8pp | 71.8%-34.3pp | 69.6%-32.1pp |
| Annual return | -3.81% | 68.94%-72.8pp | 16.94%-20.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,649 | $1,297+27.2% | $4,023-59.0% | $2,381-30.7% |
| Participant deferral / active EE | $715 | $2,281-68.6% | $3,345-78.6% | $3,470-79.4% |
| Admin fee / account holder | $1,109 | $3,502-68.3% | $5,021-77.9% | $4,887-77.3% |