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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 | $50,226 | $131,835-61.9% | $108,582-53.7% | $273,970-81.7% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 7.08% | -91.57%+98.6pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,327 | $5,127-74.1% | $4,311-69.2% | $5,287-74.9% |
| Admin fee / account holder | $935 | $10,253-90.9% | $7,645-87.8% | $10,132-90.8% |