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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 | $21,378 | $82,678-74.1% | $125,391-83.0% | $68,490-68.8% |
| Participation rate | 55.3% | 75.1%-19.8pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -18.82% | -5.97%-12.9pp | 572.41%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,368 | $3,382-59.6% | $4,816-71.6% | $2,597-47.3% |
| Participant deferral / active EE | $2,203 | $6,111-63.9% | $7,448-70.4% | $4,028-45.3% |
| Admin fee / account holder | $4,368 | $6,277-30.4% | $10,009-56.4% | $5,403-19.1% |