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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 | $26,319 | $167,533-84.3% | $151,645-82.6% | $134,545-80.4% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-32.9pp | 81.2%-26.7pp |
| Annual return | -6.33% | 7.81%-14.1pp | 3.34%-9.7pp | 418.37%-424.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,320 | $8,985-85.3% | $8,363-84.2% | $6,401-79.4% |
| Admin fee / account holder | $11,885 | $13,781-13.8% | $11,614+2.3% | $11,431+4.0% |