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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 | $59,200 | $69,012-14.2% | $160,009-63.0% | $68,486-13.6% |
| Participation rate | 54.4% | 65.4%-11.0pp | 78.0%-23.6pp | 67.9%-13.5pp |
| Annual return | -15.20% | -9.65%-5.5pp | 408.85%-424.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $4,983 | $2,212+125.2% | $4,225+17.9% | $2,597+91.9% |
| Participant deferral / active EE | $640 | $4,212-84.8% | $6,183-89.6% | $4,028-84.1% |
| Admin fee / account holder | $6,225 | $4,798+29.7% | $8,715-28.6% | $5,404+15.2% |