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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 | $98,360 | $167,533-41.3% | $151,645-35.1% | $134,545-26.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.41% | 7.81%-25.2pp | 3.34%-20.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $5,511 | $6,828-19.3% | $6,165-10.6% | $4,742+16.2% |
| Participant deferral / active EE | $3,188 | $8,985-64.5% | $8,363-61.9% | $6,401-50.2% |
| Admin fee / account holder | $8,530 | $13,781-38.1% | $11,614-26.6% | $11,431-25.4% |