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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 | $22,663 | $77,816-70.9% | $123,552-81.7% | $64,173-64.7% |
| Participation rate | 45.5% | 74.7%-29.3pp | 82.3%-36.8pp | 69.6%-24.1pp |
| Annual return | -4.03% | 12.49%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $841 | $3,014-72.1% | $4,628-81.8% | $2,381-64.7% |
| Participant deferral / active EE | $1,926 | $5,240-63.2% | $6,426-70.0% | $3,470-44.5% |
| Admin fee / account holder | $17,687 | $5,519+220.5% | $9,285+90.5% | $4,887+261.9% |