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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 | $75,562 | $100,805-25.0% | $86,698-12.8% | $134,532-43.8% |
| Participation rate | 44.4% | 79.0%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -18.37% | 29.09%-47.5pp | 35.95%-54.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $751 | $3,490-78.5% | $2,837-73.5% | $4,741-84.2% |
| Participant deferral / active EE | $1,164 | $5,339-78.2% | $4,656-75.0% | $6,401-81.8% |
| Admin fee / account holder | $1,118 | $10,925-89.8% | $7,493-85.1% | $11,429-90.2% |