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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 | $78,617 | $167,353-53.0% | $143,797-45.3% | $134,545-41.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -14.54% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,207 | $5,620-78.5% | $4,952-75.6% | $4,742-74.6% |
| Participant deferral / active EE | $1,266 | $6,447-80.4% | $5,638-77.5% | $6,401-80.2% |
| Admin fee / account holder | $1,882 | $18,096-89.6% | $14,679-87.2% | $11,431-83.5% |