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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 | $21,656 | $52,519-58.8% | $155,789-86.1% | $59,633-63.7% |
| Participation rate | 35.7% | 61.7%-26.0pp | 76.1%-40.4pp | 68.7%-33.0pp |
| Annual return | -2.50% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $341 | $1,589-78.5% | $3,839-91.1% | $2,203-84.5% |
| Participant deferral / active EE | $791 | $3,084-74.3% | $4,798-83.5% | $3,192-75.2% |
| Admin fee / account holder | $1,160 | $3,540-67.2% | $7,477-84.5% | $4,297-73.0% |