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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 | $41,882 | $82,674-49.3% | $125,363-66.6% | $68,495-38.9% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,032 | $3,382-69.5% | $4,815-78.6% | $2,596-60.3% |
| Participant deferral / active EE | $2,524 | $6,111-58.7% | $7,447-66.1% | $4,028-37.3% |
| Admin fee / account holder | $556 | $6,276-91.1% | $10,005-94.4% | $5,403-89.7% |