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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 | $42,420 | $167,362-74.7% | $143,799-70.5% | $134,532-68.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.87% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,369 | $5,620-75.6% | $4,952-72.4% | $4,741-71.1% |
| Participant deferral / active EE | $1,689 | $6,447-73.8% | $5,638-70.1% | $6,401-73.6% |
| Admin fee / account holder | $597 | $18,094-96.7% | $14,677-95.9% | $11,429-94.8% |