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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 | $36,464 | $95,915-62.0% | $79,580-54.2% | $134,532-72.9% |
| Participation rate | 55.0% | 75.0%-20.0pp | 69.5%-14.5pp | 81.2%-26.2pp |
| Annual return | -15.52% | -2.71%-12.8pp | 0.15%-15.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $810 | $3,129-74.1% | $2,413-66.4% | $4,741-82.9% |
| Participant deferral / active EE | $998 | $4,693-78.7% | $3,985-75.0% | $6,401-84.4% |
| Admin fee / account holder | $4,607 | $9,132-49.6% | $6,835-32.6% | $11,429-59.7% |