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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 | $22,567 | $57,352-60.7% | $83,831-73.1% | $64,173-64.8% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | -1.76% | 11.38%-13.1pp | 850.99%-852.8pp | 7.63%-9.4pp |
| Employer contribution / active EE | $6,224 | $2,546+144.5% | $3,631+71.4% | $2,381+161.4% |
| Participant deferral / active EE | $93 | $2,993-96.9% | $4,082-97.7% | $3,470-97.3% |
| Admin fee / account holder | $21,699 | $4,046+436.3% | $5,479+296.1% | $4,887+344.0% |