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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 | $73,973 | $167,362-55.8% | $143,799-48.6% | $134,532-45.0% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -3.80% | 0.47%-4.3pp | -0.04%-3.8pp | 418.27%-422.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $218 | $6,447-96.6% | $5,638-96.1% | $6,401-96.6% |
| Admin fee / account holder | $1,911 | $18,094-89.4% | $14,677-87.0% | $11,429-83.3% |