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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 | $68,558 | $133,981-48.8% | $112,249-38.9% | $134,532-49.0% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -17.92% | 47.16%-65.1pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,445 | $4,040-39.5% | $3,636-32.8% | $4,741-48.4% |
| Participant deferral / active EE | $1,394 | $5,292-73.7% | $4,729-70.5% | $6,401-78.2% |
| Admin fee / account holder | $648 | $7,492-91.4% | $6,412-89.9% | $11,429-94.3% |