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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 | $74,936 | $127,387-41.2% | $115,038-34.9% | $125,389-40.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.48% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,944 | $6,423-69.7% | $6,026-67.7% | $5,352-63.7% |
| Admin fee / account holder | $16,195 | $9,516+70.2% | $8,175+98.1% | $9,541+69.7% |