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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 | $90,019 | $97,027-7.2% | $83,323+8.0% | $135,382-33.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -5.15% | 12.31%-17.5pp | 10.63%-15.8pp | 519.77%-524.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $542 | $5,964-90.9% | $5,565-90.3% | $5,609-90.3% |
| Admin fee / account holder | $3,085 | $8,427-63.4% | $7,539-59.1% | $10,829-71.5% |