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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 | $44,322 | $82,674-46.4% | $125,363-64.6% | $68,495-35.3% |
| Participation rate | 55.8% | 75.0%-19.3pp | 82.4%-26.6pp | 67.9%-12.1pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,207 | $3,382-64.3% | $4,815-74.9% | $2,596-53.5% |
| Participant deferral / active EE | $2,321 | $6,111-62.0% | $7,447-68.8% | $4,028-42.4% |
| Admin fee / account holder | $3,127 | $6,276-50.2% | $10,005-68.8% | $5,403-42.1% |