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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 | $57,572 | $84,493-31.9% | $125,381-54.1% | $66,938-14.0% |
| Participation rate | 54.2% | 76.4%-22.2pp | 82.4%-28.1pp | 69.8%-15.6pp |
| Annual return | -12.11% | -8.49%-3.6pp | 572.31%-584.4pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,220 | $3,554-65.7% | $4,815-74.7% | $2,545-52.0% |
| Participant deferral / active EE | $2,849 | $6,783-58.0% | $7,448-61.8% | $4,238-32.8% |
| Admin fee / account holder | $3,040 | $685+343.8% | $10,007-69.6% | $594+412.2% |