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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 | $30,765 | $82,678-62.8% | $125,391-75.5% | $68,490-55.1% |
| Participation rate | 51.9% | 75.1%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,847 | $3,382-45.4% | $4,816-61.6% | $2,597-28.9% |
| Participant deferral / active EE | $2,351 | $6,111-61.5% | $7,448-68.4% | $4,028-41.6% |
| Admin fee / account holder | $979 | $6,277-84.4% | $10,009-90.2% | $5,403-81.9% |