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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 | $100,403 | $167,362-40.0% | $143,799-30.2% | $134,532-25.4% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -16.73% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $5,369 | $5,620-4.5% | $4,952+8.4% | $4,741+13.3% |
| Participant deferral / active EE | $598 | $6,447-90.7% | $5,638-89.4% | $6,401-90.7% |
| Admin fee / account holder | $20,126 | $18,094+11.2% | $14,677+37.1% | $11,429+76.1% |