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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 | $48,497 | $113,941-57.4% | $94,229-48.5% | $125,389-61.3% |
| Participation rate | 27.8% | 82.9%-55.1pp | 78.8%-51.0pp | 83.2%-55.4pp |
| Annual return | -2.47% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $696 | $5,179-86.6% | $4,320-83.9% | $5,352-87.0% |
| Admin fee / account holder | $1,021 | $8,392-87.8% | $6,269-83.7% | $9,541-89.3% |