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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 | $33,740 | $133,981-74.8% | $112,249-69.9% | $134,532-74.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.69% | 47.16%-63.9pp | 27.48%-44.2pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,234 | $4,040-69.5% | $3,636-66.1% | $4,741-74.0% |
| Participant deferral / active EE | $1,327 | $5,292-74.9% | $4,729-71.9% | $6,401-79.3% |
| Admin fee / account holder | $3,353 | $7,492-55.2% | $6,412-47.7% | $11,429-70.7% |