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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 | $47,457 | $113,941-58.3% | $94,229-49.6% | $125,389-62.2% |
| Participation rate | 39.1% | 82.9%-43.8pp | 78.8%-39.6pp | 83.2%-44.1pp |
| Annual return | -2.61% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,366 | $5,179-73.6% | $4,320-68.4% | $5,352-74.5% |
| Admin fee / account holder | $745 | $8,392-91.1% | $6,269-88.1% | $9,541-92.2% |