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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 | $82,674-24.2% | $125,363-50.0% | $68,495-8.6% |
| Participation rate | 37.3% | 75.0%-37.8pp | 82.4%-45.1pp | 67.9%-30.6pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $842 | $3,382-75.1% | $4,815-82.5% | $2,596-67.6% |
| Participant deferral / active EE | $1,845 | $6,111-69.8% | $7,447-75.2% | $4,028-54.2% |
| Admin fee / account holder | $3,239 | $6,276-48.4% | $10,005-67.6% | $5,403-40.1% |