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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 | $23,532 | $167,352-85.9% | $143,788-83.6% | $134,509-82.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.16% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,245 | $5,620-77.8% | $4,952-74.9% | $4,741-73.7% |
| Participant deferral / active EE | $1,881 | $6,447-70.8% | $5,638-66.6% | $6,400-70.6% |
| Admin fee / account holder | $5,815 | $18,091-67.9% | $14,675-60.4% | $11,427-49.1% |