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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 | $50,066 | $100,805-50.3% | $86,698-42.3% | $134,532-62.8% |
| Participation rate | 36.4% | 79.0%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -17.57% | 29.09%-46.7pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,040 | $3,490-70.2% | $2,837-63.3% | $4,741-78.1% |
| Participant deferral / active EE | $1,498 | $5,339-71.9% | $4,656-67.8% | $6,401-76.6% |
| Admin fee / account holder | $6,195 | $10,925-43.3% | $7,493-17.3% | $11,429-45.8% |