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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 | $32,211 | $82,674-61.0% | $125,381-74.3% | $68,486-53.0% |
| Participation rate | 29.0% | 75.1%-46.0pp | 82.4%-53.3pp | 67.9%-38.9pp |
| Annual return | -14.35% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $793 | $3,382-76.5% | $4,815-83.5% | $2,597-69.4% |
| Participant deferral / active EE | $1,808 | $6,111-70.4% | $7,448-75.7% | $4,028-55.1% |
| Admin fee / account holder | $540 | $6,277-91.4% | $10,007-94.6% | $5,404-90.0% |