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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 | $62,632 | $82,678-24.2% | $125,391-50.1% | $68,490-8.6% |
| Participation rate | 37.3% | 75.1%-37.8pp | 82.4%-45.1pp | 67.9%-30.6pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $842 | $3,382-75.1% | $4,816-82.5% | $2,597-67.6% |
| Participant deferral / active EE | $1,845 | $6,111-69.8% | $7,448-75.2% | $4,028-54.2% |
| Admin fee / account holder | $3,239 | $6,277-48.4% | $10,009-67.6% | $5,403-40.1% |