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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 | $56,922 | $134,001-57.5% | $112,258-49.3% | $134,509-57.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -10.50% | 47.15%-57.6pp | 27.47%-38.0pp | 418.13%-428.6pp |
| Employer contribution / active EE | $987 | $4,039-75.6% | $3,636-72.9% | $4,741-79.2% |
| Participant deferral / active EE | $1,186 | $5,291-77.6% | $4,728-74.9% | $6,400-81.5% |
| Admin fee / account holder | $18,960 | $7,491+153.1% | $6,411+195.7% | $11,427+65.9% |