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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 | $88,711 | $167,522-47.0% | $151,639-41.5% | $134,532-34.1% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -12.11% | 7.81%-19.9pp | 3.34%-15.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,156 | $8,986-87.1% | $8,363-86.2% | $6,401-81.9% |
| Admin fee / account holder | $16,627 | $13,780+20.7% | $11,613+43.2% | $11,429+45.5% |