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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 | $68,129 | $105,866-35.6% | $90,766-24.9% | $134,545-49.4% |
| Participation rate | 31.6% | 78.3%-46.7pp | 75.7%-44.1pp | 81.2%-49.7pp |
| Annual return | -18.30% | -10.99%-7.3pp | -12.16%-6.1pp | 418.37%-436.7pp |
| Employer contribution / active EE | $947 | $3,464-72.7% | $2,922-67.6% | $4,742-80.0% |
| Participant deferral / active EE | $1,226 | $5,217-76.5% | $4,565-73.1% | $6,401-80.8% |
| Admin fee / account holder | $1,031 | $13,938-92.6% | $8,446-87.8% | $11,431-91.0% |