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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 | $24,498 | $82,678-70.4% | $125,391-80.5% | $68,490-64.2% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.4%-20.7pp | 67.9%-6.2pp |
| Annual return | -13.70% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,388 | $3,382-59.0% | $4,816-71.2% | $2,597-46.5% |
| Participant deferral / active EE | $2,486 | $6,111-59.3% | $7,448-66.6% | $4,028-38.3% |
| Admin fee / account holder | $2,924 | $6,277-53.4% | $10,009-70.8% | $5,403-45.9% |