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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 | $93,161 | $131,835-29.3% | $108,582-14.2% | $273,972-66.0% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 9.47% | -91.57%+101.0pp | -51.70%+61.2pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $917 | $5,127-82.1% | $4,311-78.7% | $5,287-82.7% |
| Admin fee / account holder | $833 | $10,253-91.9% | $7,645-89.1% | $10,133-91.8% |