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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 | $19,558 | $82,674-76.3% | $125,381-84.4% | $68,486-71.4% |
| Participation rate | 63.6% | 75.1%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,669 | $3,382-50.6% | $4,815-65.3% | $2,597-35.7% |
| Participant deferral / active EE | $1,927 | $6,111-68.5% | $7,448-74.1% | $4,028-52.1% |
| Admin fee / account holder | $1,700 | $6,277-72.9% | $10,007-83.0% | $5,404-68.5% |