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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 | $86,631 | $142,392-39.2% | $119,622-27.6% | $134,532-35.6% |
| Participation rate | 7.7% | 82.8%-75.1pp | 79.3%-71.6pp | 81.2%-73.5pp |
| Annual return | -14.92% | -12.46%-2.5pp | -14.98%+0.1pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $423 | $6,467-93.5% | $5,601-92.4% | $6,401-93.4% |
| Admin fee / account holder | $912 | $13,593-93.3% | $10,328-91.2% | $11,429-92.0% |