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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 | $80,495 | $87,546-8.1% | $75,784+6.2% | $125,389-35.8% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -2.72% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $305 | $4,230-92.8% | $3,652-91.6% | $5,352-94.3% |
| Admin fee / account holder | $1,047 | $6,503-83.9% | $5,300-80.3% | $9,541-89.0% |