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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 | $122,523 | $167,362-26.8% | $143,799-14.8% | $134,532-8.9% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -15.96% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,250 | $5,620-77.8% | $4,952-74.8% | $4,741-73.6% |
| Participant deferral / active EE | $1,967 | $6,447-69.5% | $5,638-65.1% | $6,401-69.3% |
| Admin fee / account holder | $455 | $18,094-97.5% | $14,677-96.9% | $11,429-96.0% |