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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 | $28,744 | $82,678-65.2% | $125,391-77.1% | $68,490-58.0% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.4%-13.0pp | 67.9%+1.5pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,000 | $3,382-70.4% | $4,816-79.2% | $2,597-61.5% |
| Participant deferral / active EE | $2,175 | $6,111-64.4% | $7,448-70.8% | $4,028-46.0% |
| Admin fee / account holder | $2,033 | $6,277-67.6% | $10,009-79.7% | $5,403-62.4% |