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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 | $60,777 | $100,805-39.7% | $86,698-29.9% | $134,532-54.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -13.84% | 29.09%-42.9pp | 35.95%-49.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,069 | $3,490-69.4% | $2,837-62.3% | $4,741-77.5% |
| Participant deferral / active EE | $1,249 | $5,339-76.6% | $4,656-73.2% | $6,401-80.5% |
| Admin fee / account holder | $11,847 | $10,925+8.4% | $7,493+58.1% | $11,429+3.7% |