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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 | $67,435 | $167,533-59.7% | $151,645-55.5% | $134,545-49.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -2.27% | 7.81%-10.1pp | 3.34%-5.6pp | 418.37%-420.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,434 | $8,985-84.0% | $8,363-82.8% | $6,401-77.6% |
| Admin fee / account holder | $6,857 | $13,781-50.2% | $11,614-41.0% | $11,431-40.0% |