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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 | $43,594 | $82,678-47.3% | $125,391-65.2% | $68,490-36.3% |
| Participation rate | 37.0% | 75.1%-38.1pp | 82.4%-45.4pp | 67.9%-30.9pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,083 | $3,382-68.0% | $4,816-77.5% | $2,597-58.3% |
| Participant deferral / active EE | $1,853 | $6,111-69.7% | $7,448-75.1% | $4,028-54.0% |
| Admin fee / account holder | $9,021 | $6,277+43.7% | $10,009-9.9% | $5,403+67.0% |