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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 | $86,730 | $90,448-4.1% | $93,786-7.5% | $134,545-35.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -16.92% | -15.71%-1.2pp | -11.32%-5.6pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,288 | $4,349-70.4% | $4,328-70.2% | $4,742-72.8% |
| Participant deferral / active EE | $1,423 | $5,983-76.2% | $6,100-76.7% | $6,401-77.8% |
| Admin fee / account holder | $780 | $9,232-91.6% | $7,184-89.1% | $11,431-93.2% |