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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 | $62,573 | $99,647-37.2% | $86,439-27.6% | $134,509-53.5% |
| Participation rate | 42.1% | 82.1%-40.0pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -10.80% | 6784.13%-6794.9pp | 4395.55%-4406.3pp | 418.13%-428.9pp |
| Employer contribution / active EE | $922 | $4,401-79.0% | $3,769-75.5% | $4,741-80.5% |
| Participant deferral / active EE | $1,677 | $7,246-76.9% | $6,952-75.9% | $6,400-73.8% |
| Admin fee / account holder | $9,196 | $8,373+9.8% | $6,732+36.6% | $11,427-19.5% |