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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 | $68,582 | $167,522-59.1% | $151,639-54.8% | $134,532-49.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -10.69% | 7.81%-18.5pp | 3.34%-14.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,511 | $6,828-77.9% | $6,165-75.5% | $4,741-68.1% |
| Participant deferral / active EE | $2,743 | $8,986-69.5% | $8,363-67.2% | $6,401-57.1% |
| Admin fee / account holder | $404 | $13,780-97.1% | $11,613-96.5% | $11,429-96.5% |