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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 | $46,322 | $82,678-44.0% | $125,391-63.1% | $68,490-32.4% |
| Participation rate | 25.3% | 75.1%-49.7pp | 82.4%-57.1pp | 67.9%-42.6pp |
| Annual return | -11.46% | -5.97%-5.5pp | 572.41%-583.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $700 | $3,382-79.3% | $4,816-85.5% | $2,597-73.1% |
| Participant deferral / active EE | $1,490 | $6,111-75.6% | $7,448-80.0% | $4,028-63.0% |
| Admin fee / account holder | $1,770 | $6,277-71.8% | $10,009-82.3% | $5,403-67.2% |