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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 | $36,961 | $82,674-55.3% | $125,363-70.5% | $68,495-46.0% |
| Participation rate | 44.1% | 75.0%-31.0pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.15%-589.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $808 | $3,382-76.1% | $4,815-83.2% | $2,596-68.9% |
| Participant deferral / active EE | $2,182 | $6,111-64.3% | $7,447-70.7% | $4,028-45.8% |
| Admin fee / account holder | $1,512 | $6,276-75.9% | $10,005-84.9% | $5,403-72.0% |