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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 | $51,600 | $100,792-48.8% | $86,691-40.5% | $134,509-61.6% |
| Participation rate | 47.4% | 78.9%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -18.70% | 29.08%-47.8pp | 35.94%-54.6pp | 418.13%-436.8pp |
| Employer contribution / active EE | $926 | $3,491-73.5% | $2,837-67.4% | $4,741-80.5% |
| Participant deferral / active EE | $1,155 | $5,339-78.4% | $4,656-75.2% | $6,400-82.0% |
| Admin fee / account holder | $2,882 | $10,924-73.6% | $7,492-61.5% | $11,427-74.8% |