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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 | $60,618 | $167,522-63.8% | $151,639-60.0% | $134,532-54.9% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -10.49% | 7.81%-18.3pp | 3.34%-13.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,207 | $8,986-75.4% | $8,363-73.6% | $6,401-65.5% |
| Admin fee / account holder | $1,406 | $13,780-89.8% | $11,613-87.9% | $11,429-87.7% |