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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 | $51,238 | $61,660-16.9% | $80,022-36.0% | $64,173-20.2% |
| Participation rate | 29.0% | 71.7%-42.7pp | 75.8%-46.8pp | 69.6%-40.5pp |
| Annual return | -4.81% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $490 | $2,968-83.5% | $3,686-86.7% | $3,470-85.9% |
| Admin fee / account holder | $1,052 | $5,417-80.6% | $6,521-83.9% | $4,887-78.5% |