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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 | $37,566 | $82,678-54.6% | $125,391-70.0% | $68,490-45.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,302 | $3,382-61.5% | $4,816-73.0% | $2,597-49.8% |
| Participant deferral / active EE | $2,453 | $6,111-59.9% | $7,448-67.1% | $4,028-39.1% |
| Admin fee / account holder | $3,201 | $6,277-49.0% | $10,009-68.0% | $5,403-40.8% |