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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 | $75,294 | $100,811-25.3% | $86,698-13.2% | $134,545-44.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.78% | 29.11%-47.9pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $27,333 | $3,490+683.2% | $2,837+863.5% | $4,742+476.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $370 | $10,926-96.6% | $7,492-95.1% | $11,431-96.8% |