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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 | $82,075 | $167,352-51.0% | $143,788-42.9% | $134,509-39.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.50% | 0.47%-15.0pp | -0.03%-14.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $1,322 | $5,620-76.5% | $4,952-73.3% | $4,741-72.1% |
| Participant deferral / active EE | $1,584 | $6,447-75.4% | $5,638-71.9% | $6,400-75.3% |
| Admin fee / account holder | $3,730 | $18,091-79.4% | $14,675-74.6% | $11,427-67.4% |