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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 | $40,769 | $167,522-75.7% | $151,639-73.1% | $134,532-69.7% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.5%-23.2pp | 81.2%-16.9pp |
| Annual return | -19.32% | 7.81%-27.1pp | 3.34%-22.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,728 | $6,828-74.7% | $6,165-72.0% | $4,741-63.6% |
| Participant deferral / active EE | $2,234 | $8,986-75.1% | $8,363-73.3% | $6,401-65.1% |
| Admin fee / account holder | $9,058 | $13,780-34.3% | $11,613-22.0% | $11,429-20.7% |