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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 | $28,077 | $167,353-83.2% | $143,797-80.5% | $134,545-79.1% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -15.26% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,279 | $5,620-77.2% | $4,952-74.2% | $4,742-73.0% |
| Participant deferral / active EE | $186 | $6,447-97.1% | $5,638-96.7% | $6,401-97.1% |
| Admin fee / account holder | $673 | $18,096-96.3% | $14,679-95.4% | $11,431-94.1% |