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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 | $73,765 | $95,975-23.1% | $74,549-1.1% | $135,379-45.5% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.50% | 56.96%-63.5pp | 32.53%-39.0pp | 519.79%-526.3pp |
| Employer contribution / active EE | $640 | $2,716-76.4% | $1,961-67.4% | $4,779-86.6% |
| Participant deferral / active EE | $758 | $3,844-80.3% | $3,108-75.6% | $5,609-86.5% |
| Admin fee / account holder | $7,053 | $6,522+8.1% | $5,059+39.4% | $10,828-34.9% |