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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 | $65,634 | $167,504-60.8% | $151,628-56.7% | $134,509-51.2% |
| Participation rate | 55.0% | 88.4%-33.4pp | 87.5%-32.5pp | 81.2%-26.2pp |
| Annual return | -17.14% | 7.81%-24.9pp | 3.34%-20.5pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,004 | $6,828-70.6% | $6,165-67.5% | $4,741-57.7% |
| Participant deferral / active EE | $2,047 | $8,985-77.2% | $8,363-75.5% | $6,400-68.0% |
| Admin fee / account holder | $3,919 | $13,779-71.6% | $11,613-66.3% | $11,427-65.7% |