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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 | $62,260 | $167,522-62.8% | $151,639-58.9% | $134,532-53.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-32.9pp | 81.2%-26.7pp |
| Annual return | -10.78% | 7.81%-18.6pp | 3.34%-14.1pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,596 | $6,828-76.6% | $6,165-74.1% | $4,741-66.3% |
| Participant deferral / active EE | $1,641 | $8,986-81.7% | $8,363-80.4% | $6,401-74.4% |
| Admin fee / account holder | $36,492 | $13,780+164.8% | $11,613+214.2% | $11,429+219.3% |