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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 | $133,101 | $167,353-20.5% | $143,797-7.4% | $134,545-1.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -17.39% | 0.48%-17.9pp | -0.04%-17.3pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $937 | $6,447-85.5% | $5,638-83.4% | $6,401-85.4% |
| Admin fee / account holder | $1,238 | $18,096-93.2% | $14,679-91.6% | $11,431-89.2% |