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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 | $107,691 | $190,879-43.6% | $160,009-32.7% | $134,532-20.0% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -14.08% | 552.63%-566.7pp | 408.85%-422.9pp | 418.27%-432.4pp |
| Employer contribution / active EE | $872 | $4,995-82.5% | $4,225-79.4% | $4,741-81.6% |
| Participant deferral / active EE | $1,320 | $6,924-80.9% | $6,183-78.7% | $6,401-79.4% |
| Admin fee / account holder | $621 | $10,495-94.1% | $8,715-92.9% | $11,429-94.6% |