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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 | $53,790 | $133,998-59.9% | $112,263-52.1% | $134,545-60.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -20.46% | 47.17%-67.6pp | 27.49%-48.0pp | 418.37%-438.8pp |
| Employer contribution / active EE | $922 | $4,040-77.2% | $3,636-74.6% | $4,742-80.6% |
| Participant deferral / active EE | $997 | $5,292-81.2% | $4,729-78.9% | $6,401-84.4% |
| Admin fee / account holder | $10,992 | $7,493+46.7% | $6,410+71.5% | $11,431-3.8% |