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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 | $50,749 | $167,353-69.7% | $143,797-64.7% | $134,545-62.3% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -17.84% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $392 | $6,447-93.9% | $5,638-93.0% | $6,401-93.9% |
| Admin fee / account holder | $522 | $18,096-97.1% | $14,679-96.4% | $11,431-95.4% |