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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 | $48,977 | $82,678-40.8% | $125,391-60.9% | $68,490-28.5% |
| Participation rate | 24.0% | 75.1%-51.1pp | 82.4%-58.4pp | 67.9%-43.9pp |
| Annual return | -12.92% | -5.97%-7.0pp | 572.41%-585.3pp | -7.85%-5.1pp |
| Employer contribution / active EE | $812 | $3,382-76.0% | $4,816-83.1% | $2,597-68.7% |
| Participant deferral / active EE | $2,475 | $6,111-59.5% | $7,448-66.8% | $4,028-38.5% |
| Admin fee / account holder | $80,560 | $6,277+1183.3% | $10,009+704.9% | $5,403+1391.0% |