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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 | $42,143 | $142,392-70.4% | $119,622-64.8% | $134,532-68.7% |
| Participation rate | 41.2% | 82.8%-41.6pp | 79.3%-38.1pp | 81.2%-40.1pp |
| Annual return | -16.87% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,749 | $5,224-66.5% | $4,232-58.7% | $4,741-63.1% |
| Participant deferral / active EE | $1,409 | $6,467-78.2% | $5,601-74.8% | $6,401-78.0% |
| Admin fee / account holder | $408 | $13,593-97.0% | $10,328-96.1% | $11,429-96.4% |