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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 | $58,873 | $59,116-0.4% | $86,438-31.9% | $68,486-14.0% |
| Participation rate | 40.8% | 75.2%-34.4pp | 80.3%-39.5pp | 67.9%-27.1pp |
| Annual return | -17.16% | -0.23%-16.9pp | 4397.19%-4414.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $692 | $2,519-72.5% | $3,769-81.7% | $2,597-73.4% |
| Participant deferral / active EE | $1,634 | $5,902-72.3% | $6,952-76.5% | $4,028-59.4% |
| Admin fee / account holder | $1,458 | $5,639-74.2% | $6,733-78.4% | $5,404-73.0% |