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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 | $44,479 | $82,674-46.2% | $125,363-64.5% | $68,495-35.1% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.2pp |
| Annual return | -18.82% | -5.97%-12.8pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,292 | $3,382-61.8% | $4,815-73.2% | $2,596-50.3% |
| Participant deferral / active EE | $2,381 | $6,111-61.0% | $7,447-68.0% | $4,028-40.9% |
| Admin fee / account holder | $940 | $6,276-85.0% | $10,005-90.6% | $5,403-82.6% |