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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 | $24,987 | $82,674-69.8% | $125,363-80.1% | $68,495-63.5% |
| Participation rate | 53.6% | 75.0%-21.4pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.15%-588.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,128 | $3,382-66.6% | $4,815-76.6% | $2,596-56.5% |
| Participant deferral / active EE | $1,779 | $6,111-70.9% | $7,447-76.1% | $4,028-55.8% |
| Admin fee / account holder | $4,075 | $6,276-35.1% | $10,005-59.3% | $5,403-24.6% |