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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 | $81,152 | $127,387-36.3% | $115,038-29.5% | $125,389-35.3% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -2.30% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,392 | $6,423-78.3% | $6,026-76.9% | $5,352-74.0% |
| Admin fee / account holder | $2,702 | $9,516-71.6% | $8,175-67.0% | $9,541-71.7% |