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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 | $59,506 | $131,835-54.9% | $108,582-45.2% | $273,972-78.3% |
| Participation rate | 60.9% | 83.5%-22.6pp | 79.6%-18.7pp | 83.0%-22.1pp |
| Annual return | 7.37% | -91.57%+98.9pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $558 | $5,127-89.1% | $4,311-87.1% | $5,287-89.4% |
| Admin fee / account holder | $1,144 | $10,253-88.8% | $7,645-85.0% | $10,133-88.7% |