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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 | $24,680 | $82,674-70.1% | $125,381-80.3% | $68,486-64.0% |
| Participation rate | 56.3% | 75.1%-18.8pp | 82.4%-26.1pp | 67.9%-11.6pp |
| Annual return | -18.79% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,086 | $3,382-67.9% | $4,815-77.5% | $2,597-58.2% |
| Participant deferral / active EE | $1,731 | $6,111-71.7% | $7,448-76.8% | $4,028-57.0% |
| Admin fee / account holder | $4,586 | $6,277-26.9% | $10,007-54.2% | $5,404-15.1% |