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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 | $69,085 | $142,392-51.5% | $119,622-42.2% | $134,532-48.6% |
| Participation rate | 69.6% | 82.8%-13.3pp | 79.3%-9.7pp | 81.2%-11.7pp |
| Annual return | 0.30% | -12.46%+12.8pp | -14.98%+15.3pp | 418.27%-418.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $589 | $6,467-90.9% | $5,601-89.5% | $6,401-90.8% |
| Admin fee / account holder | $3,735 | $13,593-72.5% | $10,328-63.8% | $11,429-67.3% |