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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 | $87,671 | $167,533-47.7% | $151,645-42.2% | $134,545-34.8% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -5.39% | 7.81%-13.2pp | 3.34%-8.7pp | 418.37%-423.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,088 | $8,985-65.6% | $8,363-63.1% | $6,401-51.8% |
| Admin fee / account holder | $1,814 | $13,781-86.8% | $11,614-84.4% | $11,431-84.1% |