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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 | $19,543 | $82,678-76.4% | $125,391-84.4% | $68,490-71.5% |
| Participation rate | 45.5% | 75.1%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $928 | $3,382-72.6% | $4,816-80.7% | $2,597-64.3% |
| Participant deferral / active EE | $1,217 | $6,111-80.1% | $7,448-83.7% | $4,028-69.8% |
| Admin fee / account holder | $1,752 | $6,277-72.1% | $10,009-82.5% | $5,403-67.6% |