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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 | $59,867 | $95,915-37.6% | $79,580-24.8% | $134,532-55.5% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -17.38% | -2.71%-14.7pp | 0.15%-17.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $641 | $3,129-79.5% | $2,413-73.5% | $4,741-86.5% |
| Participant deferral / active EE | $968 | $4,693-79.4% | $3,985-75.7% | $6,401-84.9% |
| Admin fee / account holder | $17,619 | $9,132+92.9% | $6,835+157.8% | $11,429+54.2% |