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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 | $22,531 | $167,353-86.5% | $143,797-84.3% | $134,545-83.3% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -15.79% | 0.48%-16.3pp | -0.04%-15.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,223 | $5,620-60.4% | $4,952-55.1% | $4,742-53.1% |
| Participant deferral / active EE | $926 | $6,447-85.6% | $5,638-83.6% | $6,401-85.5% |
| Admin fee / account holder | $871 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |