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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 | $30,769 | $167,362-81.6% | $143,799-78.6% | $134,532-77.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -18.92% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,326 | $5,620-58.6% | $4,952-53.0% | $4,741-50.9% |
| Participant deferral / active EE | $1,308 | $6,447-79.7% | $5,638-76.8% | $6,401-79.6% |
| Admin fee / account holder | $677 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |