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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 | $37,881 | $72,177-47.5% | $115,038-67.1% | $59,633-36.5% |
| Participation rate | 65.9% | 72.6%-6.6pp | 81.4%-15.5pp | 68.7%-2.8pp |
| Annual return | -0.92% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $497 | $2,841-82.5% | $4,608-89.2% | $2,203-77.5% |
| Participant deferral / active EE | $1,636 | $4,783-65.8% | $6,026-72.8% | $3,192-48.7% |
| Admin fee / account holder | $17,331 | $4,927+251.8% | $8,175+112.0% | $4,297+303.3% |