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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 | $34,234 | $95,915-64.3% | $79,580-57.0% | $134,532-74.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -18.14% | -2.71%-15.4pp | 0.15%-18.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $779 | $3,129-75.1% | $2,413-67.7% | $4,741-83.6% |
| Participant deferral / active EE | $904 | $4,693-80.7% | $3,985-77.3% | $6,401-85.9% |
| Admin fee / account holder | $2,553 | $9,132-72.0% | $6,835-62.6% | $11,429-77.7% |