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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 | $21,953 | $68,996-68.2% | $159,991-86.3% | $68,495-67.9% |
| Participation rate | 24.2% | 65.4%-41.2pp | 78.0%-53.8pp | 67.9%-43.7pp |
| Annual return | -17.24% | -9.65%-7.6pp | 408.82%-426.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,956 | $2,212+78.8% | $4,225-6.4% | $2,596+52.4% |
| Participant deferral / active EE | $983 | $4,211-76.7% | $6,183-84.1% | $4,028-75.6% |
| Admin fee / account holder | $3,408 | $4,797-29.0% | $8,715-60.9% | $5,403-36.9% |