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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 | $23,079 | $97,020-76.2% | $83,322-72.3% | $135,379-83.0% |
| Participation rate | 47.1% | 80.4%-33.4pp | 77.8%-30.7pp | 82.6%-35.6pp |
| Annual return | -5.77% | 12.31%-18.1pp | 10.64%-16.4pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $212 | $5,964-96.4% | $5,565-96.2% | $5,609-96.2% |
| Admin fee / account holder | $358 | $8,426-95.8% | $7,540-95.3% | $10,828-96.7% |