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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 | $36,890 | $175,646-79.0% | $129,118-71.4% | $134,532-72.6% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.2%-39.7pp | 81.2%-43.7pp |
| Annual return | -1.73% | -11.39%+9.7pp | -10.94%+9.2pp | 418.27%-420.0pp |
| Employer contribution / active EE | $1,595 | $6,355-74.9% | $5,051-68.4% | $4,741-66.4% |
| Participant deferral / active EE | $1,714 | $7,970-78.5% | $6,539-73.8% | $6,401-73.2% |
| Admin fee / account holder | $168,918 | $23,578+616.4% | $14,305+1080.9% | $11,429+1378.0% |