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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 | $21,742 | $82,674-73.7% | $125,363-82.7% | $68,495-68.3% |
| Participation rate | 48.5% | 75.0%-26.5pp | 82.4%-33.8pp | 67.9%-19.4pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,218 | $3,382-64.0% | $4,815-74.7% | $2,596-53.1% |
| Participant deferral / active EE | $2,490 | $6,111-59.3% | $7,447-66.6% | $4,028-38.2% |
| Admin fee / account holder | $1,912 | $6,276-69.5% | $10,005-80.9% | $5,403-64.6% |