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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 | $99,055 | $95,917+3.3% | $79,583+24.5% | $134,545-26.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -18.59% | -2.70%-15.9pp | 0.16%-18.7pp | 418.37%-437.0pp |
| Employer contribution / active EE | $875 | $3,129-72.1% | $2,414-63.8% | $4,742-81.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $688 | $9,132-92.5% | $6,835-89.9% | $11,431-94.0% |