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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 | $90,240 | $167,353-46.1% | $143,797-37.2% | $134,545-32.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -4.63% | 0.48%-5.1pp | -0.04%-4.6pp | 418.37%-423.0pp |
| Employer contribution / active EE | $2,543 | $5,620-54.8% | $4,952-48.7% | $4,742-46.4% |
| Participant deferral / active EE | $1,765 | $6,447-72.6% | $5,638-68.7% | $6,401-72.4% |
| Admin fee / account holder | $7,160 | $18,096-60.4% | $14,679-51.2% | $11,431-37.4% |