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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 | $56,422 | $82,678-31.8% | $125,391-55.0% | $68,490-17.6% |
| Participation rate | 32.0% | 75.1%-43.1pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -14.56% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,009 | $3,382-70.2% | $4,816-79.0% | $2,597-61.1% |
| Participant deferral / active EE | $1,985 | $6,111-67.5% | $7,448-73.4% | $4,028-50.7% |
| Admin fee / account holder | $11,219 | $6,277+78.7% | $10,009+12.1% | $5,403+107.6% |