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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 | $45,879 | $167,522-72.6% | $151,639-69.7% | $134,532-65.9% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -16.49% | 7.81%-24.3pp | 3.34%-19.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,805 | $6,828-73.6% | $6,165-70.7% | $4,741-61.9% |
| Participant deferral / active EE | $1,232 | $8,986-86.3% | $8,363-85.3% | $6,401-80.7% |
| Admin fee / account holder | $4,512 | $13,780-67.3% | $11,613-61.1% | $11,429-60.5% |