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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 | $57,722 | $100,792-42.7% | $86,691-33.4% | $134,509-57.1% |
| Participation rate | 41.7% | 78.9%-37.3pp | 76.6%-34.9pp | 81.2%-39.6pp |
| Annual return | -15.12% | 29.08%-44.2pp | 35.94%-51.1pp | 418.13%-433.3pp |
| Employer contribution / active EE | $785 | $3,491-77.5% | $2,837-72.3% | $4,741-83.4% |
| Participant deferral / active EE | $1,454 | $5,339-72.8% | $4,656-68.8% | $6,400-77.3% |
| Admin fee / account holder | $32,333 | $10,924+196.0% | $7,492+331.6% | $11,427+183.0% |