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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 | $50,491 | $77,817-35.1% | $123,553-59.1% | $64,173-21.3% |
| Participation rate | 45.2% | 74.7%-29.5pp | 82.3%-37.1pp | 69.6%-24.3pp |
| Annual return | -7.48% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,746 | $5,240-66.7% | $6,426-72.8% | $3,470-49.7% |
| Admin fee / account holder | $2,363 | $5,519-57.2% | $9,284-74.6% | $4,887-51.7% |