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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 | $22,816 | $167,353-86.4% | $143,797-84.1% | $134,545-83.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -8.77% | 0.48%-9.3pp | -0.04%-8.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $14,534 | $5,620+158.6% | $4,952+193.5% | $4,742+206.5% |
| Participant deferral / active EE | $927 | $6,447-85.6% | $5,638-83.6% | $6,401-85.5% |
| Admin fee / account holder | $1,785 | $18,096-90.1% | $14,679-87.8% | $11,431-84.4% |