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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 | $53,546 | $142,361-62.4% | $119,608-55.2% | $134,509-60.2% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -12.10% | -12.46%+0.4pp | -14.98%+2.9pp | 418.13%-430.2pp |
| Employer contribution / active EE | $1,203 | $5,224-77.0% | $4,232-71.6% | $4,741-74.6% |
| Participant deferral / active EE | $1,556 | $6,468-75.9% | $5,601-72.2% | $6,400-75.7% |
| Admin fee / account holder | $2,969 | $13,588-78.1% | $10,326-71.2% | $11,427-74.0% |