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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 | $18,521 | $82,674-77.6% | $125,381-85.2% | $68,486-73.0% |
| Participation rate | 53.3% | 75.1%-21.7pp | 82.4%-29.0pp | 67.9%-14.6pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,098 | $3,382-67.5% | $4,815-77.2% | $2,597-57.7% |
| Participant deferral / active EE | $1,755 | $6,111-71.3% | $7,448-76.4% | $4,028-56.4% |
| Admin fee / account holder | $906 | $6,277-85.6% | $10,007-90.9% | $5,404-83.2% |