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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 | $45,683 | $167,522-72.7% | $151,639-69.9% | $134,532-66.0% |
| Participation rate | 29.2% | 88.4%-59.2pp | 87.5%-58.3pp | 81.2%-52.1pp |
| Annual return | -16.98% | 7.81%-24.8pp | 3.34%-20.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,978 | $8,986-78.0% | $8,363-76.3% | $6,401-69.1% |
| Admin fee / account holder | $12,607 | $13,780-8.5% | $11,613+8.6% | $11,429+10.3% |