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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 | $60,194 | $82,324-26.9% | $68,803-12.5% | $134,545-55.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -10.86% | -2.17%-8.7pp | -6.37%-4.5pp | 418.37%-429.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $780 | $4,740-83.5% | $3,942-80.2% | $6,401-87.8% |
| Admin fee / account holder | $1,600 | $6,485-75.3% | $4,936-67.6% | $11,431-86.0% |