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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 | $28,243 | $82,678-65.8% | $125,391-77.5% | $68,490-58.8% |
| Participation rate | 69.4% | 75.1%-5.6pp | 82.4%-12.9pp | 67.9%+1.5pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,166 | $3,382-65.5% | $4,816-75.8% | $2,597-55.1% |
| Participant deferral / active EE | $1,632 | $6,111-73.3% | $7,448-78.1% | $4,028-59.5% |
| Admin fee / account holder | $3,124 | $6,277-50.2% | $10,009-68.8% | $5,403-42.2% |