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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 | $38,288 | $69,518-44.9% | $59,887-36.1% | $135,379-71.7% |
| Participation rate | 21.1% | 77.8%-56.8pp | 74.7%-53.6pp | 82.6%-61.6pp |
| Annual return | -1.95% | 7.95%-9.9pp | 3.46%-5.4pp | 519.79%-521.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $343 | $4,204-91.8% | $3,402-89.9% | $5,609-93.9% |
| Admin fee / account holder | $5,321 | $5,734-7.2% | $3,591+48.2% | $10,828-50.9% |