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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 | $75,576 | $105,866-28.6% | $90,766-16.7% | $134,545-43.8% |
| Participation rate | 64.3% | 78.3%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -13.95% | -10.99%-3.0pp | -12.16%-1.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,405 | $5,217-73.1% | $4,565-69.2% | $6,401-78.1% |
| Admin fee / account holder | $4,363 | $13,938-68.7% | $8,446-48.3% | $11,431-61.8% |