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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 | $21,739 | $43,730-50.3% | $121,220-82.1% | $64,173-66.1% |
| Participation rate | 40.7% | 58.3%-17.6pp | 71.8%-31.0pp | 69.6%-28.8pp |
| Annual return | -6.74% | 68.94%-75.7pp | 16.94%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $662 | $1,297-49.0% | $4,023-83.5% | $2,381-72.2% |
| Participant deferral / active EE | $707 | $2,281-69.0% | $3,345-78.9% | $3,470-79.6% |
| Admin fee / account holder | $4,663 | $3,502+33.1% | $5,021-7.1% | $4,887-4.6% |