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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 | $42,289 | $134,001-68.4% | $112,258-62.3% | $134,509-68.6% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -13.48% | 47.15%-60.6pp | 27.47%-40.9pp | 418.13%-431.6pp |
| Employer contribution / active EE | $821 | $4,039-79.7% | $3,636-77.4% | $4,741-82.7% |
| Participant deferral / active EE | $1,166 | $5,291-78.0% | $4,728-75.3% | $6,400-81.8% |
| Admin fee / account holder | $24,008 | $7,491+220.5% | $6,411+274.5% | $11,427+110.1% |