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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 | $45,961 | $87,544-47.5% | $75,784-39.4% | $125,388-63.3% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -0.68% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $658 | $3,930-83.3% | $3,323-80.2% | $4,866-86.5% |
| Participant deferral / active EE | $680 | $4,229-83.9% | $3,652-81.4% | $5,352-87.3% |
| Admin fee / account holder | $54,440 | $6,502+737.2% | $5,300+927.2% | $9,541+470.6% |