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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 | $79,868 | $127,386-37.3% | $115,037-30.6% | $125,388-36.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.70% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $619 | $6,423-90.4% | $6,026-89.7% | $5,352-88.4% |
| Admin fee / account holder | $15,938 | $9,516+67.5% | $8,175+95.0% | $9,541+67.1% |