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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 | $46,105 | $140,578-67.2% | $100,671-54.2% | $125,389-63.2% |
| Participation rate | 56.5% | 80.4%-23.9pp | 70.7%-14.2pp | 83.2%-26.7pp |
| Annual return | -1.87% | 24.67%-26.5pp | 20.43%-22.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,274 | $5,965-78.6% | $4,012-68.3% | $4,866-73.8% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $378 | $6,716-94.4% | $4,850-92.2% | $9,541-96.0% |