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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 | $18,718 | $100,805-81.4% | $86,698-78.4% | $134,532-86.1% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -16.80% | 29.09%-45.9pp | 35.95%-52.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,034 | $3,490-70.4% | $2,837-63.6% | $4,741-78.2% |
| Participant deferral / active EE | $1,695 | $5,339-68.2% | $4,656-63.6% | $6,401-73.5% |
| Admin fee / account holder | $9,939 | $10,925-9.0% | $7,493+32.7% | $11,429-13.0% |