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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 | $42,229 | $69,012-38.8% | $160,009-73.6% | $68,486-38.3% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -17.49% | -9.65%-7.8pp | 408.85%-426.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,281 | $2,212-42.1% | $4,225-69.7% | $2,597-50.6% |
| Participant deferral / active EE | $1,317 | $4,212-68.7% | $6,183-78.7% | $4,028-67.3% |
| Admin fee / account holder | $3,734 | $4,798-22.2% | $8,715-57.2% | $5,404-30.9% |