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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 | $32,340 | $95,915-66.3% | $79,580-59.4% | $134,532-76.0% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -10.03% | -2.71%-7.3pp | 0.15%-10.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $609 | $3,129-80.5% | $2,413-74.8% | $4,741-87.2% |
| Participant deferral / active EE | $1,011 | $4,693-78.5% | $3,985-74.6% | $6,401-84.2% |
| Admin fee / account holder | $3,359 | $9,132-63.2% | $6,835-50.9% | $11,429-70.6% |