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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 | $40,293 | $142,361-71.7% | $119,608-66.3% | $134,509-70.0% |
| Participation rate | 36.4% | 82.8%-46.5pp | 79.3%-42.9pp | 81.2%-44.9pp |
| Annual return | -14.34% | -12.46%-1.9pp | -14.98%+0.6pp | 418.13%-432.5pp |
| Employer contribution / active EE | $1,165 | $5,224-77.7% | $4,232-72.5% | $4,741-75.4% |
| Participant deferral / active EE | $1,589 | $6,468-75.4% | $5,601-71.6% | $6,400-75.2% |
| Admin fee / account holder | $1,467 | $13,588-89.2% | $10,326-85.8% | $11,427-87.2% |