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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 | $51,476 | $77,817-33.8% | $123,553-58.3% | $64,173-19.8% |
| Participation rate | 13.3% | 74.7%-61.4pp | 82.3%-69.0pp | 69.6%-56.2pp |
| Annual return | -6.93% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $234 | $5,240-95.5% | $6,426-96.4% | $3,470-93.2% |
| Admin fee / account holder | $382 | $5,519-93.1% | $9,284-95.9% | $4,887-92.2% |