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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 | $52,476 | $97,020-45.9% | $83,322-37.0% | $135,379-61.2% |
| Participation rate | 64.7% | 80.4%-15.7pp | 77.8%-13.1pp | 82.6%-17.9pp |
| Annual return | -6.59% | 12.31%-18.9pp | 10.64%-17.2pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,338 | $5,964-77.6% | $5,565-76.0% | $5,609-76.1% |
| Admin fee / account holder | $6,056 | $8,426-28.1% | $7,540-19.7% | $10,828-44.1% |