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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 | $73,384 | $127,387-42.4% | $115,038-36.2% | $125,389-41.5% |
| Participation rate | 11.8% | 84.2%-72.4pp | 81.4%-69.6pp | 83.2%-71.4pp |
| Annual return | -1.05% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $535 | $6,423-91.7% | $6,026-91.1% | $5,352-90.0% |
| Admin fee / account holder | $31,162 | $9,516+227.5% | $8,175+281.2% | $9,541+226.6% |