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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 | $37,526 | $75,962-50.6% | $154,111-75.7% | $64,173-41.5% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | -7.16% | 30.32%-37.5pp | 735.18%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,198 | $3,350-34.4% | $5,298-58.5% | $2,381-7.7% |
| Participant deferral / active EE | $766 | $3,175-75.9% | $5,081-84.9% | $3,470-77.9% |
| Admin fee / account holder | $7,862 | $5,589+40.7% | $13,411-41.4% | $4,887+60.9% |