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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 | $42,022 | $57,352-26.7% | $83,830-49.9% | $64,173-34.5% |
| Participation rate | 60.7% | 68.6%-7.9pp | 76.1%-15.4pp | 69.6%-8.9pp |
| Annual return | -4.08% | 11.38%-15.5pp | 850.97%-855.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $709 | $2,546-72.1% | $3,631-80.5% | $2,381-70.2% |
| Participant deferral / active EE | $750 | $2,993-75.0% | $4,082-81.6% | $3,470-78.4% |
| Admin fee / account holder | $7,375 | $4,046+82.3% | $5,479+34.6% | $4,887+50.9% |