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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 | $67,248 | $95,917-29.9% | $79,583-15.5% | $134,545-50.0% |
| Participation rate | 45.0% | 75.0%-30.0pp | 69.5%-24.5pp | 81.2%-36.2pp |
| Annual return | -17.29% | -2.70%-14.6pp | 0.16%-17.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,159 | $3,129-31.0% | $2,414-10.5% | $4,742-54.5% |
| Participant deferral / active EE | $386 | $4,694-91.8% | $3,986-90.3% | $6,401-94.0% |
| Admin fee / account holder | $7,309 | $9,132-20.0% | $6,835+6.9% | $11,431-36.1% |