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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 | $29,539 | $77,817-62.0% | $123,553-76.1% | $64,173-54.0% |
| Participation rate | 23.2% | 74.7%-51.5pp | 82.3%-59.1pp | 69.6%-46.4pp |
| Annual return | -5.15% | 12.49%-17.6pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $554 | $5,240-89.4% | $6,426-91.4% | $3,470-84.0% |
| Admin fee / account holder | $621 | $5,519-88.7% | $9,284-93.3% | $4,887-87.3% |