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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 | $30,450 | $190,879-84.0% | $160,009-81.0% | $134,532-77.4% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.0%-8.4pp | 81.2%-11.7pp |
| Annual return | -11.43% | 552.63%-564.1pp | 408.85%-420.3pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,397 | $4,995-72.0% | $4,225-66.9% | $4,741-70.5% |
| Participant deferral / active EE | $537 | $6,924-92.2% | $6,183-91.3% | $6,401-91.6% |
| Admin fee / account holder | $10,444 | $10,495-0.5% | $8,715+19.8% | $11,429-8.6% |