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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 | $36,395 | $95,188-61.8% | $76,518-52.4% | $135,379-73.1% |
| Participation rate | 15.8% | 74.4%-58.6pp | 68.0%-52.2pp | 82.6%-66.9pp |
| Annual return | -4.34% | 4.85%-9.2pp | -0.27%-4.1pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $552 | $4,640-88.1% | $3,836-85.6% | $5,609-90.2% |
| Admin fee / account holder | $341 | $6,249-94.5% | $4,849-93.0% | $10,828-96.9% |