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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 | $44,778 | $100,805-55.6% | $86,698-48.4% | $134,532-66.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.48% | 29.09%-47.6pp | 35.95%-54.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,006 | $3,490-71.2% | $2,837-64.5% | $4,741-78.8% |
| Participant deferral / active EE | $1,623 | $5,339-69.6% | $4,656-65.2% | $6,401-74.7% |
| Admin fee / account holder | $965 | $10,925-91.2% | $7,493-87.1% | $11,429-91.6% |