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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 | $56,830 | $167,533-66.1% | $151,645-62.5% | $134,545-57.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -11.74% | 7.81%-19.6pp | 3.34%-15.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,713 | $6,828-74.9% | $6,165-72.2% | $4,742-63.9% |
| Participant deferral / active EE | $2,410 | $8,985-73.2% | $8,363-71.2% | $6,401-62.3% |
| Admin fee / account holder | $2,070 | $13,781-85.0% | $11,614-82.2% | $11,431-81.9% |