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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 | $46,950 | $75,962-38.2% | $154,111-69.5% | $64,173-26.8% |
| Participation rate | 29.1% | 70.4%-41.3pp | 83.0%-53.9pp | 69.6%-40.5pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,393 | $3,350-58.4% | $5,298-73.7% | $2,381-41.5% |
| Participant deferral / active EE | $340 | $3,175-89.3% | $5,081-93.3% | $3,470-90.2% |
| Admin fee / account holder | $6,614 | $5,589+18.3% | $13,411-50.7% | $4,887+35.3% |