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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 | $76,087 | $99,032-23.2% | $80,022-4.9% | $135,380-43.8% |
| Participation rate | 53.3% | 78.4%-25.0pp | 75.8%-22.5pp | 82.6%-29.3pp |
| Annual return | -4.14% | 15.39%-19.5pp | 11.22%-15.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $103 | $4,282-97.6% | $3,686-97.2% | $5,609-98.2% |
| Admin fee / account holder | $6,961 | $10,436-33.3% | $6,521+6.7% | $10,828-35.7% |