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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 | $62,373 | $100,805-38.1% | $86,698-28.1% | $134,532-53.6% |
| Participation rate | 69.6% | 79.0%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -7.69% | 29.09%-36.8pp | 35.95%-43.6pp | 418.27%-426.0pp |
| Employer contribution / active EE | $1,815 | $3,490-48.0% | $2,837-36.0% | $4,741-61.7% |
| Participant deferral / active EE | $1,371 | $5,339-74.3% | $4,656-70.6% | $6,401-78.6% |
| Admin fee / account holder | $31,983 | $10,925+192.7% | $7,493+326.9% | $11,429+179.9% |