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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 | $35,649 | $133,981-73.4% | $112,249-68.2% | $134,532-73.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -18.16% | 47.16%-65.3pp | 27.48%-45.6pp | 418.27%-436.4pp |
| Employer contribution / active EE | $871 | $4,040-78.5% | $3,636-76.1% | $4,741-81.6% |
| Participant deferral / active EE | $1,124 | $5,292-78.8% | $4,729-76.2% | $6,401-82.4% |
| Admin fee / account holder | $53,726 | $7,492+617.1% | $6,412+737.9% | $11,429+370.1% |