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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 | $85,430 | $167,533-49.0% | $151,645-43.7% | $134,545-36.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -7.01% | 7.81%-14.8pp | 3.34%-10.3pp | 418.37%-425.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,120 | $8,985-65.3% | $8,363-62.7% | $6,401-51.3% |
| Admin fee / account holder | $750 | $13,781-94.6% | $11,614-93.5% | $11,431-93.4% |