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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 | $27,966 | $72,404-61.4% | $110,243-74.6% | $64,173-56.4% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.5pp |
| Annual return | -5.68% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,264 | $2,282-44.6% | $3,827-67.0% | $2,381-46.9% |
| Participant deferral / active EE | $1,495 | $3,469-56.9% | $4,672-68.0% | $3,470-56.9% |
| Admin fee / account holder | $582 | $5,664-89.7% | $8,548-93.2% | $4,887-88.1% |