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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 | $29,785 | $84,493-64.7% | $125,381-76.2% | $66,938-55.5% |
| Participation rate | 34.3% | 76.4%-42.1pp | 82.4%-48.1pp | 69.8%-35.5pp |
| Annual return | -16.66% | -8.49%-8.2pp | 572.31%-589.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,234 | $3,554-65.3% | $4,815-74.4% | $2,545-51.5% |
| Participant deferral / active EE | $2,454 | $6,783-63.8% | $7,448-67.1% | $4,238-42.1% |
| Admin fee / account holder | $2,959 | $685+331.9% | $10,007-70.4% | $594+398.5% |