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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 | $82,221 | $158,852-48.2% | $121,220-32.2% | $135,380-39.3% |
| Participation rate | 61.5% | 79.3%-17.8pp | 71.8%-10.2pp | 82.6%-21.1pp |
| Annual return | -7.82% | -0.64%-7.2pp | 16.94%-24.8pp | 519.81%-527.6pp |
| Employer contribution / active EE | $3,379 | $5,666-40.4% | $4,023-16.0% | $4,779-29.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,667 | $6,515-13.0% | $5,021+12.9% | $10,828-47.7% |