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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 | $28,942 | $105,866-72.7% | $90,766-68.1% | $134,545-78.5% |
| Participation rate | 63.2% | 78.3%-15.1pp | 75.7%-12.5pp | 81.2%-18.1pp |
| Annual return | -15.63% | -10.99%-4.6pp | -12.16%-3.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $711 | $3,464-79.5% | $2,922-75.7% | $4,742-85.0% |
| Participant deferral / active EE | $968 | $5,217-81.4% | $4,565-78.8% | $6,401-84.9% |
| Admin fee / account holder | $2,551 | $13,938-81.7% | $8,446-69.8% | $11,431-77.7% |