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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 | $32,031 | $167,353-80.9% | $143,797-77.7% | $134,545-76.2% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -17.04% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,351 | $5,620-76.0% | $4,952-72.7% | $4,742-71.5% |
| Participant deferral / active EE | $1,978 | $6,447-69.3% | $5,638-64.9% | $6,401-69.1% |
| Admin fee / account holder | $16,743 | $18,096-7.5% | $14,679+14.1% | $11,431+46.5% |