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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 | $27,098 | $167,362-83.8% | $143,799-81.2% | $134,532-79.9% |
| Participation rate | 60.9% | 84.8%-23.9pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -17.36% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,564 | $5,620-72.2% | $4,952-68.4% | $4,741-67.0% |
| Participant deferral / active EE | $1,603 | $6,447-75.1% | $5,638-71.6% | $6,401-75.0% |
| Admin fee / account holder | $955 | $18,094-94.7% | $14,677-93.5% | $11,429-91.6% |