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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 | $40,065 | $82,674-51.5% | $125,381-68.0% | $68,486-41.5% |
| Participation rate | 45.2% | 75.1%-29.8pp | 82.4%-37.1pp | 67.9%-22.7pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,082 | $3,382-68.0% | $4,815-77.5% | $2,597-58.3% |
| Participant deferral / active EE | $1,803 | $6,111-70.5% | $7,448-75.8% | $4,028-55.2% |
| Admin fee / account holder | $673 | $6,277-89.3% | $10,007-93.3% | $5,404-87.5% |