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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 | $44,362 | $167,362-73.5% | $143,799-69.1% | $134,532-67.0% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -14.86% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,167 | $5,620-79.2% | $4,952-76.4% | $4,741-75.4% |
| Participant deferral / active EE | $1,167 | $6,447-81.9% | $5,638-79.3% | $6,401-81.8% |
| Admin fee / account holder | $36,902 | $18,094+103.9% | $14,677+151.4% | $11,429+222.9% |