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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 | $28,554 | $100,805-71.7% | $86,698-67.1% | $134,532-78.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -17.42% | 29.09%-46.5pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $993 | $3,490-71.6% | $2,837-65.0% | $4,741-79.1% |
| Participant deferral / active EE | $1,143 | $5,339-78.6% | $4,656-75.5% | $6,401-82.1% |
| Admin fee / account holder | $2,767 | $10,925-74.7% | $7,493-63.1% | $11,429-75.8% |