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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 | $44,421 | $167,353-73.5% | $143,797-69.1% | $134,545-67.0% |
| Participation rate | 17.4% | 84.8%-67.4pp | 80.3%-62.9pp | 81.2%-63.8pp |
| Annual return | -17.29% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $342 | $6,447-94.7% | $5,638-93.9% | $6,401-94.7% |
| Admin fee / account holder | $828 | $18,096-95.4% | $14,679-94.4% | $11,431-92.8% |