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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 | $71,501 | $167,362-57.3% | $143,799-50.3% | $134,532-46.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.79% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,158 | $5,620-79.4% | $4,952-76.6% | $4,741-75.6% |
| Participant deferral / active EE | $1,998 | $6,447-69.0% | $5,638-64.6% | $6,401-68.8% |
| Admin fee / account holder | $942 | $18,094-94.8% | $14,677-93.6% | $11,429-91.8% |