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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 | $53,818 | $167,353-67.8% | $143,797-62.6% | $134,545-60.0% |
| Participation rate | 47.4% | 84.8%-37.5pp | 80.3%-32.9pp | 81.2%-33.9pp |
| Annual return | -8.97% | 0.48%-9.5pp | -0.04%-8.9pp | 418.37%-427.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,089 | $6,447-67.6% | $5,638-63.0% | $6,401-67.4% |
| Admin fee / account holder | $27,370 | $18,096+51.3% | $14,679+86.5% | $11,431+139.4% |