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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 | $31,246 | $134,001-76.7% | $112,258-72.2% | $134,509-76.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -17.13% | 47.15%-64.3pp | 27.47%-44.6pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,082 | $4,039-73.2% | $3,636-70.2% | $4,741-77.2% |
| Participant deferral / active EE | $893 | $5,291-83.1% | $4,728-81.1% | $6,400-86.0% |
| Admin fee / account holder | $415 | $7,491-94.5% | $6,411-93.5% | $11,427-96.4% |