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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 | $68,235 | $83,908-18.7% | $68,509-0.4% | $125,389-45.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -0.59% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $960 | $4,125-76.7% | $3,382-71.6% | $5,352-82.1% |
| Admin fee / account holder | $7,126 | $8,982-20.7% | $5,275+35.1% | $9,541-25.3% |