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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 | $27,262 | $72,404-62.3% | $110,243-75.3% | $64,173-57.5% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -4.82% | -6.29%+1.5pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $751 | $2,282-67.1% | $3,827-80.4% | $2,381-68.5% |
| Participant deferral / active EE | $1,141 | $3,469-67.1% | $4,672-75.6% | $3,470-67.1% |
| Admin fee / account holder | $3,746 | $5,664-33.9% | $8,548-56.2% | $4,887-23.3% |