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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 | $50,051 | $100,805-50.3% | $86,698-42.3% | $134,532-62.8% |
| Participation rate | 52.9% | 79.0%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -14.77% | 29.09%-43.9pp | 35.95%-50.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,390 | $3,490-60.2% | $2,837-51.0% | $4,741-70.7% |
| Participant deferral / active EE | $1,702 | $5,339-68.1% | $4,656-63.4% | $6,401-73.4% |
| Admin fee / account holder | $13,263 | $10,925+21.4% | $7,493+77.0% | $11,429+16.0% |