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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 | $65,058 | $167,352-61.1% | $143,788-54.8% | $134,509-51.6% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -15.75% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,355 | $5,620-75.9% | $4,952-72.6% | $4,741-71.4% |
| Participant deferral / active EE | $1,355 | $6,447-79.0% | $5,638-76.0% | $6,400-78.8% |
| Admin fee / account holder | $13,189 | $18,091-27.1% | $14,675-10.1% | $11,427+15.4% |