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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 | $46,370 | $99,032-53.2% | $80,022-42.1% | $135,380-65.7% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | -4.55% | 15.39%-19.9pp | 11.22%-15.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $433 | $4,282-89.9% | $3,686-88.2% | $5,609-92.3% |
| Admin fee / account holder | $397 | $10,436-96.2% | $6,521-93.9% | $10,828-96.3% |