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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 | $43,403 | $82,674-47.5% | $125,363-65.4% | $68,495-36.6% |
| Participation rate | 58.9% | 75.0%-16.1pp | 82.4%-23.4pp | 67.9%-9.0pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.15%-587.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,654 | $3,382-51.1% | $4,815-65.6% | $2,596-36.3% |
| Participant deferral / active EE | $2,330 | $6,111-61.9% | $7,447-68.7% | $4,028-42.2% |
| Admin fee / account holder | $6,259 | $6,276-0.3% | $10,005-37.4% | $5,403+15.8% |