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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 | $46,165 | $69,012-33.1% | $160,009-71.1% | $68,486-32.6% |
| Participation rate | 55.2% | 65.4%-10.3pp | 78.0%-22.8pp | 67.9%-12.7pp |
| Annual return | -16.15% | -9.65%-6.5pp | 408.85%-425.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $570 | $2,212-74.3% | $4,225-86.5% | $2,597-78.1% |
| Participant deferral / active EE | $1,245 | $4,212-70.4% | $6,183-79.9% | $4,028-69.1% |
| Admin fee / account holder | $5,555 | $4,798+15.8% | $8,715-36.3% | $5,404+2.8% |