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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 | $34,347 | $94,529-63.7% | $140,019-75.5% | $64,181-46.5% |
| Participation rate | 69.2% | 84.1%-14.9pp | 87.5%-18.3pp | 69.6%-0.3pp |
| Annual return | -4.15% | 7.77%-11.9pp | 651.15%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,199 | $3,812-68.6% | $5,605-78.6% | $2,381-49.7% |
| Participant deferral / active EE | $2,150 | $5,250-59.1% | $6,927-69.0% | $3,470-38.0% |
| Admin fee / account holder | $1,186 | $6,741-82.4% | $10,705-88.9% | $4,887-75.7% |