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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 | $68,236 | $167,353-59.2% | $143,797-52.5% | $134,545-49.3% |
| Participation rate | 4.5% | 84.8%-80.3pp | 80.3%-75.8pp | 81.2%-76.7pp |
| Annual return | -15.57% | 0.48%-16.1pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,282 | $5,620-59.4% | $4,952-53.9% | $4,742-51.9% |
| Participant deferral / active EE | $1,848 | $6,447-71.3% | $5,638-67.2% | $6,401-71.1% |
| Admin fee / account holder | $16,790 | $18,096-7.2% | $14,679+14.4% | $11,431+46.9% |