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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 | $76,061 | $133,981-43.2% | $112,249-32.2% | $134,532-43.5% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -8.62% | 47.16%-55.8pp | 27.48%-36.1pp | 418.27%-426.9pp |
| Employer contribution / active EE | $1,016 | $4,040-74.9% | $3,636-72.1% | $4,741-78.6% |
| Participant deferral / active EE | $1,253 | $5,292-76.3% | $4,729-73.5% | $6,401-80.4% |
| Admin fee / account holder | $11,159 | $7,492+48.9% | $6,412+74.0% | $11,429-2.4% |