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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 | $44,065 | $167,352-73.7% | $143,788-69.4% | $134,509-67.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.50% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,611 | $5,620-71.3% | $4,952-67.5% | $4,741-66.0% |
| Participant deferral / active EE | $1,967 | $6,447-69.5% | $5,638-65.1% | $6,400-69.3% |
| Admin fee / account holder | $307 | $18,091-98.3% | $14,675-97.9% | $11,427-97.3% |