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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 | $24,247 | $100,811-75.9% | $86,698-72.0% | $134,545-82.0% |
| Participation rate | 20.0% | 79.0%-59.0pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -9.05% | 29.11%-38.2pp | 35.96%-45.0pp | 418.37%-427.4pp |
| Employer contribution / active EE | $945 | $3,490-72.9% | $2,837-66.7% | $4,742-80.1% |
| Participant deferral / active EE | $1,351 | $5,339-74.7% | $4,656-71.0% | $6,401-78.9% |
| Admin fee / account holder | $382 | $10,926-96.5% | $7,492-94.9% | $11,431-96.7% |