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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 | $34,031 | $100,792-66.2% | $86,691-60.7% | $134,509-74.7% |
| Participation rate | 59.1% | 78.9%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -16.32% | 29.08%-45.4pp | 35.94%-52.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,359 | $3,491-61.1% | $2,837-52.1% | $4,741-71.3% |
| Participant deferral / active EE | $1,582 | $5,339-70.4% | $4,656-66.0% | $6,400-75.3% |
| Admin fee / account holder | $4,607 | $10,924-57.8% | $7,492-38.5% | $11,427-59.7% |