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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 | $49,356 | $79,633-38.0% | $93,759-47.4% | $68,486-27.9% |
| Participation rate | 27.3% | 75.4%-48.1pp | 81.0%-53.7pp | 67.9%-40.6pp |
| Annual return | -18.47% | -0.10%-18.4pp | -11.33%-7.1pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,324-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,019 | $5,158-80.2% | $6,096-83.3% | $4,028-74.7% |
| Admin fee / account holder | $742 | $6,871-89.2% | $7,197-89.7% | $5,404-86.3% |