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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 | $57,013 | $95,193-40.1% | $76,523-25.5% | $135,382-57.9% |
| Participation rate | 52.9% | 74.4%-21.5pp | 68.0%-15.1pp | 82.6%-29.7pp |
| Annual return | -8.26% | 4.85%-13.1pp | -0.27%-8.0pp | 519.77%-528.0pp |
| Employer contribution / active EE | $272 | $3,302-91.8% | $2,647-89.7% | $4,779-94.3% |
| Participant deferral / active EE | $349 | $4,639-92.5% | $3,835-90.9% | $5,609-93.8% |
| Admin fee / account holder | $1,078 | $6,249-82.8% | $4,848-77.8% | $10,829-90.0% |