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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 | $21,819 | $134,001-83.7% | $112,258-80.6% | $134,509-83.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.60% | 47.15%-66.8pp | 27.47%-47.1pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,443 | $4,039-64.3% | $3,636-60.3% | $4,741-69.6% |
| Participant deferral / active EE | $1,025 | $5,291-80.6% | $4,728-78.3% | $6,400-84.0% |
| Admin fee / account holder | $407 | $7,491-94.6% | $6,411-93.6% | $11,427-96.4% |