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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 | $52,600 | $167,522-68.6% | $151,639-65.3% | $134,532-60.9% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -17.09% | 7.81%-24.9pp | 3.34%-20.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,835 | $6,828-43.8% | $6,165-37.8% | $4,741-19.1% |
| Participant deferral / active EE | $2,406 | $8,986-73.2% | $8,363-71.2% | $6,401-62.4% |
| Admin fee / account holder | $3,066 | $13,780-77.8% | $11,613-73.6% | $11,429-73.2% |