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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 | $52,093 | $77,817-33.1% | $123,553-57.8% | $64,173-18.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -7.62% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,787 | $5,240-65.9% | $6,426-72.2% | $3,470-48.5% |
| Admin fee / account holder | $1,279 | $5,519-76.8% | $9,284-86.2% | $4,887-73.8% |