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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 | $70,726 | $167,504-57.8% | $151,628-53.4% | $134,509-47.4% |
| Participation rate | 35.3% | 88.4%-53.1pp | 87.5%-52.2pp | 81.2%-45.9pp |
| Annual return | -16.49% | 7.81%-24.3pp | 3.34%-19.8pp | 418.13%-434.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,462 | $8,985-83.7% | $8,363-82.5% | $6,400-77.2% |
| Admin fee / account holder | $1,556 | $13,779-88.7% | $11,613-86.6% | $11,427-86.4% |