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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 | $84,409 | $97,020-13.0% | $83,327+1.3% | $135,380-37.7% |
| Participation rate | 52.4% | 80.4%-28.0pp | 77.8%-25.4pp | 82.6%-30.3pp |
| Annual return | -8.77% | 12.31%-21.1pp | 10.64%-19.4pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $912 | $5,964-84.7% | $5,565-83.6% | $5,609-83.7% |
| Admin fee / account holder | $4,223 | $8,426-49.9% | $7,540-44.0% | $10,828-61.0% |