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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 | $54,398 | $105,861-48.6% | $90,756-40.1% | $134,509-59.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -18.74% | -10.99%-7.7pp | -12.16%-6.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $874 | $3,463-74.8% | $2,922-70.1% | $4,741-81.6% |
| Participant deferral / active EE | $1,112 | $5,217-78.7% | $4,565-75.6% | $6,400-82.6% |
| Admin fee / account holder | $3,936 | $13,938-71.8% | $8,445-53.4% | $11,427-65.6% |