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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 | $73,987 | $81,208-8.9% | $98,920-25.2% | $79,852-7.3% |
| Participation rate | 61.4% | 72.5%-11.1pp | 76.0%-14.7pp | 69.6%-8.3pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,798 | $1,960+42.8% | $2,689+4.0% | $2,471+13.2% |
| Participant deferral / active EE | $1,339 | $3,265-59.0% | $4,245-68.5% | $3,740-64.2% |
| Admin fee / account holder | $3,099 | $6,013-48.5% | $6,643-53.4% | $5,306-41.6% |