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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 | $92,366 | $167,353-44.8% | $143,797-35.8% | $134,545-31.3% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -7.56% | 0.48%-8.0pp | -0.04%-7.5pp | 418.37%-425.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $357 | $6,447-94.5% | $5,638-93.7% | $6,401-94.4% |
| Admin fee / account holder | $1,980 | $18,096-89.1% | $14,679-86.5% | $11,431-82.7% |