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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 | $60,046 | $167,362-64.1% | $143,799-58.2% | $134,532-55.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.58% | 0.47%-19.1pp | -0.04%-18.5pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,344 | $5,620-76.1% | $4,952-72.9% | $4,741-71.6% |
| Participant deferral / active EE | $1,773 | $6,447-72.5% | $5,638-68.6% | $6,401-72.3% |
| Admin fee / account holder | $1,076 | $18,094-94.1% | $14,677-92.7% | $11,429-90.6% |