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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 | $39,620 | $133,981-70.4% | $112,249-64.7% | $134,532-70.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -13.43% | 47.16%-60.6pp | 27.48%-40.9pp | 418.27%-431.7pp |
| Employer contribution / active EE | $946 | $4,040-76.6% | $3,636-74.0% | $4,741-80.0% |
| Participant deferral / active EE | $1,101 | $5,292-79.2% | $4,729-76.7% | $6,401-82.8% |
| Admin fee / account holder | $531 | $7,492-92.9% | $6,412-91.7% | $11,429-95.4% |