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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 | $77,089 | $100,811-23.5% | $86,698-11.1% | $134,545-42.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -17.51% | 29.11%-46.6pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $266 | $5,339-95.0% | $4,656-94.3% | $6,401-95.8% |
| Admin fee / account holder | $485 | $10,926-95.6% | $7,492-93.5% | $11,431-95.8% |