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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 | $65,587 | $134,001-51.1% | $112,258-41.6% | $134,509-51.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.32% | 47.15%-67.5pp | 27.47%-47.8pp | 418.13%-438.5pp |
| Employer contribution / active EE | $3,449 | $4,039-14.6% | $3,636-5.1% | $4,741-27.3% |
| Participant deferral / active EE | $1,374 | $5,291-74.0% | $4,728-70.9% | $6,400-78.5% |
| Admin fee / account holder | $681 | $7,491-90.9% | $6,411-89.4% | $11,427-94.0% |