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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 | $52,964 | $82,674-35.9% | $125,363-57.8% | $68,495-22.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $939 | $3,382-72.2% | $4,815-80.5% | $2,596-63.8% |
| Participant deferral / active EE | $1,766 | $6,111-71.1% | $7,447-76.3% | $4,028-56.2% |
| Admin fee / account holder | $441 | $6,276-93.0% | $10,005-95.6% | $5,403-91.8% |