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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 | $23,843 | $86,701-72.5% | $73,309-67.5% | $125,389-81.0% |
| Participation rate | 42.1% | 78.6%-36.5pp | 74.9%-32.8pp | 83.2%-41.1pp |
| Annual return | -0.38% | 2.78%-3.2pp | 5.67%-6.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $908 | $5,549-83.6% | $4,991-81.8% | $5,352-83.0% |
| Admin fee / account holder | $2,360 | $7,768-69.6% | $5,635-58.1% | $9,541-75.3% |