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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 | $76,272 | $92,219-17.3% | $76,767-0.6% | $135,380-43.7% |
| Participation rate | 68.8% | 79.8%-11.0pp | 77.0%-8.2pp | 82.6%-13.9pp |
| Annual return | -7.32% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $226 | $4,508-95.0% | $3,852-94.1% | $5,609-96.0% |
| Admin fee / account holder | $463 | $10,749-95.7% | $6,675-93.1% | $10,828-95.7% |