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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 | $21,789 | $100,811-78.4% | $86,698-74.9% | $134,545-83.8% |
| Participation rate | 42.1% | 79.0%-36.8pp | 76.6%-34.5pp | 81.2%-39.1pp |
| Annual return | -18.24% | 29.11%-47.3pp | 35.96%-54.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $876 | $3,490-74.9% | $2,837-69.1% | $4,742-81.5% |
| Participant deferral / active EE | $1,197 | $5,339-77.6% | $4,656-74.3% | $6,401-81.3% |
| Admin fee / account holder | $1,099 | $10,926-89.9% | $7,492-85.3% | $11,431-90.4% |