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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 | $100,757 | $167,352-39.8% | $143,788-29.9% | $134,509-25.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -19.10% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,371 | $5,620-57.8% | $4,952-52.1% | $4,741-50.0% |
| Participant deferral / active EE | $651 | $6,447-89.9% | $5,638-88.4% | $6,400-89.8% |
| Admin fee / account holder | $2,991 | $18,091-83.5% | $14,675-79.6% | $11,427-73.8% |