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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 | $27,751 | $82,674-66.4% | $125,381-77.9% | $68,486-59.5% |
| Participation rate | 46.7% | 75.1%-28.4pp | 82.4%-35.7pp | 67.9%-21.2pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.31%-589.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,129 | $3,382-66.6% | $4,815-76.5% | $2,597-56.5% |
| Participant deferral / active EE | $2,395 | $6,111-60.8% | $7,448-67.8% | $4,028-40.5% |
| Admin fee / account holder | $5,337 | $6,277-15.0% | $10,007-46.7% | $5,404-1.2% |