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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 | $88,609 | $167,533-47.1% | $151,645-41.6% | $134,545-34.1% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.0pp | 81.2%-36.8pp |
| Annual return | -17.94% | 7.81%-25.8pp | 3.34%-21.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,740 | $6,828-74.5% | $6,165-71.8% | $4,742-63.3% |
| Participant deferral / active EE | $2,834 | $8,985-68.5% | $8,363-66.1% | $6,401-55.7% |
| Admin fee / account holder | $817 | $13,781-94.1% | $11,614-93.0% | $11,431-92.9% |