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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 | $27,154 | $167,362-83.8% | $143,799-81.1% | $134,532-79.8% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -16.21% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,173 | $5,620-79.1% | $4,952-76.3% | $4,741-75.3% |
| Participant deferral / active EE | $1,399 | $6,447-78.3% | $5,638-75.2% | $6,401-78.1% |
| Admin fee / account holder | $1,391 | $18,094-92.3% | $14,677-90.5% | $11,429-87.8% |