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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 | $23,858 | $82,674-71.1% | $125,381-81.0% | $68,486-65.2% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.4%-27.2pp | 67.9%-12.7pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $764 | $3,382-77.4% | $4,815-84.1% | $2,597-70.6% |
| Participant deferral / active EE | $1,521 | $6,111-75.1% | $7,448-79.6% | $4,028-62.2% |
| Admin fee / account holder | $3,165 | $6,277-49.6% | $10,007-68.4% | $5,404-41.4% |