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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 | $45,331 | $69,012-34.3% | $160,009-71.7% | $68,486-33.8% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 67.9%-27.9pp |
| Annual return | -14.16% | -9.65%-4.5pp | 408.85%-423.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,383 | $2,212+98.1% | $4,225+3.7% | $2,597+68.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,193 | $4,798-12.6% | $8,715-51.9% | $5,404-22.4% |