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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 | $47,116 | $167,522-71.9% | $151,639-68.9% | $134,532-65.0% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.5%-34.2pp | 81.2%-27.9pp |
| Annual return | -18.16% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,549 | $6,828-77.3% | $6,165-74.9% | $4,741-67.3% |
| Participant deferral / active EE | $896 | $8,986-90.0% | $8,363-89.3% | $6,401-86.0% |
| Admin fee / account holder | $3,513 | $13,780-74.5% | $11,613-69.7% | $11,429-69.3% |