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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 | $57,017 | $127,387-55.2% | $115,038-50.4% | $125,389-54.5% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | -3.19% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $637 | $6,423-90.1% | $6,026-89.4% | $5,352-88.1% |
| Admin fee / account holder | $2,394 | $9,516-74.8% | $8,175-70.7% | $9,541-74.9% |