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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 | $47,105 | $167,362-71.9% | $143,799-67.2% | $134,532-65.0% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -14.39% | 0.47%-14.9pp | -0.04%-14.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,963 | $6,447-69.6% | $5,638-65.2% | $6,401-69.3% |
| Admin fee / account holder | $757 | $18,094-95.8% | $14,677-94.8% | $11,429-93.4% |