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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 | $35,473 | $133,981-73.5% | $112,249-68.4% | $134,532-73.6% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -16.16% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,538 | $4,040-61.9% | $3,636-57.7% | $4,741-67.6% |
| Participant deferral / active EE | $531 | $5,292-90.0% | $4,729-88.8% | $6,401-91.7% |
| Admin fee / account holder | $876 | $7,492-88.3% | $6,412-86.3% | $11,429-92.3% |