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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 | $32,500 | $67,396-51.8% | $60,919-46.7% | $134,545-75.8% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.1%-8.1pp | 81.2%-16.2pp |
| Annual return | -17.97% | 50.12%-68.1pp | 16.96%-34.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $470 | $3,101-84.8% | $2,704-82.6% | $4,742-90.1% |
| Participant deferral / active EE | $786 | $4,534-82.7% | $3,814-79.4% | $6,401-87.7% |
| Admin fee / account holder | $1,472 | $4,590-67.9% | $3,228-54.4% | $11,431-87.1% |