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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 | $68,357 | $59,116+15.6% | $86,438-20.9% | $68,486-0.2% |
| Participation rate | 44.7% | 75.2%-30.5pp | 80.3%-35.6pp | 67.9%-23.2pp |
| Annual return | -12.33% | -0.23%-12.1pp | 4397.19%-4409.5pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,617 | $2,519-35.8% | $3,769-57.1% | $2,597-37.7% |
| Participant deferral / active EE | $1,475 | $5,902-75.0% | $6,952-78.8% | $4,028-63.4% |
| Admin fee / account holder | $1,108 | $5,639-80.4% | $6,733-83.5% | $5,404-79.5% |