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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 | $63,713 | $167,362-61.9% | $143,799-55.7% | $134,532-52.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.41% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,253 | $5,620-77.7% | $4,952-74.7% | $4,741-73.6% |
| Participant deferral / active EE | $1,536 | $6,447-76.2% | $5,638-72.8% | $6,401-76.0% |
| Admin fee / account holder | $350 | $18,094-98.1% | $14,677-97.6% | $11,429-96.9% |