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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 | $84,804 | $167,533-49.4% | $151,645-44.1% | $134,545-37.0% |
| Participation rate | 21.7% | 88.4%-66.6pp | 87.5%-65.8pp | 81.2%-59.5pp |
| Annual return | -15.76% | 7.81%-23.6pp | 3.34%-19.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,283 | $8,985-85.7% | $8,363-84.7% | $6,401-80.0% |
| Admin fee / account holder | $3,869 | $13,781-71.9% | $11,614-66.7% | $11,431-66.1% |