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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 | $20,830 | $82,674-74.8% | $125,381-83.4% | $68,486-69.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,466 | $3,382-56.6% | $4,815-69.5% | $2,597-43.5% |
| Participant deferral / active EE | $2,231 | $6,111-63.5% | $7,448-70.0% | $4,028-44.6% |
| Admin fee / account holder | $2,087 | $6,277-66.7% | $10,007-79.1% | $5,404-61.4% |