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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 | $55,363 | $167,522-67.0% | $151,639-63.5% | $134,532-58.8% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -16.66% | 7.81%-24.5pp | 3.34%-20.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,101 | $8,986-76.6% | $8,363-74.9% | $6,401-67.2% |
| Admin fee / account holder | $12,480 | $13,780-9.4% | $11,613+7.5% | $11,429+9.2% |