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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 | $51,484 | $142,392-63.8% | $119,622-57.0% | $134,532-61.7% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -16.22% | -12.46%-3.8pp | -14.98%-1.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,364 | $5,224-73.9% | $4,232-67.8% | $4,741-71.2% |
| Participant deferral / active EE | $1,474 | $6,467-77.2% | $5,601-73.7% | $6,401-77.0% |
| Admin fee / account holder | $2,332 | $13,593-82.8% | $10,328-77.4% | $11,429-79.6% |