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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 | $53,700 | $129,960-58.7% | $104,299-48.5% | $134,545-60.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -12.02% | 42.06%-54.1pp | 24.62%-36.6pp | 418.37%-430.4pp |
| Employer contribution / active EE | $3,298 | $4,186-21.2% | $3,373-2.2% | $4,742-30.4% |
| Participant deferral / active EE | $580 | $5,589-89.6% | $4,626-87.5% | $6,401-90.9% |
| Admin fee / account holder | $492 | $9,324-94.7% | $7,339-93.3% | $11,431-95.7% |