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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 | $72,733 | $142,392-48.9% | $119,622-39.2% | $134,532-45.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.00% | -12.46%-6.5pp | -14.98%-4.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $786 | $6,467-87.9% | $5,601-86.0% | $6,401-87.7% |
| Admin fee / account holder | $710 | $13,593-94.8% | $10,328-93.1% | $11,429-93.8% |