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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 | $62,361 | $92,766-32.8% | $82,763-24.7% | $134,545-53.7% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -11.35% | 946.97%-958.3pp | 702.45%-713.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $813 | $3,273-75.2% | $3,008-73.0% | $4,742-82.9% |
| Participant deferral / active EE | $901 | $4,802-81.2% | $4,395-79.5% | $6,401-85.9% |
| Admin fee / account holder | $2,759 | $5,978-53.8% | $5,325-48.2% | $11,431-75.9% |