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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 | $47,448 | $110,083-56.9% | $151,639-68.7% | $68,486-30.7% |
| Participation rate | 33.3% | 84.0%-50.6pp | 87.5%-54.2pp | 67.9%-34.6pp |
| Annual return | -11.75% | -10.12%-1.6pp | 3.34%-15.1pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,347 | $6,526-64.0% | $8,363-71.9% | $4,028-41.7% |
| Admin fee / account holder | $545 | $7,718-92.9% | $11,613-95.3% | $5,404-89.9% |