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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 | $32,832 | $100,811-67.4% | $86,698-62.1% | $134,545-75.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.61% | 29.11%-48.7pp | 35.96%-55.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $913 | $3,490-73.8% | $2,837-67.8% | $4,742-80.7% |
| Participant deferral / active EE | $1,141 | $5,339-78.6% | $4,656-75.5% | $6,401-82.2% |
| Admin fee / account holder | $8,954 | $10,926-18.0% | $7,492+19.5% | $11,431-21.7% |