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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 | $83,730 | $133,998-37.5% | $112,263-25.4% | $134,545-37.8% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.1pp |
| Annual return | -17.61% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,102 | $5,292-79.2% | $4,729-76.7% | $6,401-82.8% |
| Admin fee / account holder | $970 | $7,493-87.1% | $6,410-84.9% | $11,431-91.5% |