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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 | $53,688 | $59,107-9.2% | $86,439-37.9% | $68,495-21.6% |
| Participation rate | 48.6% | 75.2%-26.6pp | 80.3%-31.7pp | 67.9%-19.2pp |
| Annual return | -16.49% | -0.23%-16.3pp | 4395.55%-4412.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,271 | $2,519-49.5% | $3,769-66.3% | $2,596-51.1% |
| Participant deferral / active EE | $2,261 | $5,901-61.7% | $6,952-67.5% | $4,028-43.9% |
| Admin fee / account holder | $1,089 | $5,637-80.7% | $6,732-83.8% | $5,403-79.8% |