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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 | $49,471 | $82,674-40.2% | $125,381-60.5% | $68,486-27.8% |
| Participation rate | 56.1% | 75.1%-19.0pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -13.13% | -5.97%-7.2pp | 572.31%-585.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,015 | $3,382-70.0% | $4,815-78.9% | $2,597-60.9% |
| Participant deferral / active EE | $1,464 | $6,111-76.0% | $7,448-80.3% | $4,028-63.6% |
| Admin fee / account holder | $8,531 | $6,277+35.9% | $10,007-14.8% | $5,404+57.9% |