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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 | $20,221 | $77,817-74.0% | $123,553-83.6% | $64,173-68.5% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -6.25% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,679 | $5,240-68.0% | $6,426-73.9% | $3,470-51.6% |
| Admin fee / account holder | $4,480 | $5,519-18.8% | $9,284-51.8% | $4,887-8.3% |