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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 | $134,001-73.4% | $112,258-68.2% | $134,509-73.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -18.16% | 47.15%-65.3pp | 27.47%-45.6pp | 418.13%-436.3pp |
| Employer contribution / active EE | $871 | $4,039-78.4% | $3,636-76.1% | $4,741-81.6% |
| Participant deferral / active EE | $1,124 | $5,291-78.8% | $4,728-76.2% | $6,400-82.4% |
| Admin fee / account holder | $53,726 | $7,491+617.2% | $6,411+738.0% | $11,427+370.2% |