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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 | $61,489 | $100,805-39.0% | $86,698-29.1% | $134,532-54.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -17.85% | 29.09%-46.9pp | 35.95%-53.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $760 | $3,490-78.2% | $2,837-73.2% | $4,741-84.0% |
| Participant deferral / active EE | $1,569 | $5,339-70.6% | $4,656-66.3% | $6,401-75.5% |
| Admin fee / account holder | $462 | $10,925-95.8% | $7,493-93.8% | $11,429-96.0% |