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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 | $33,589 | $95,917-65.0% | $79,583-57.8% | $134,545-75.0% |
| Participation rate | 39.1% | 75.0%-35.9pp | 69.5%-30.4pp | 81.2%-42.1pp |
| Annual return | -16.98% | -2.70%-14.3pp | 0.16%-17.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $955 | $4,694-79.7% | $3,986-76.1% | $6,401-85.1% |
| Admin fee / account holder | $3,255 | $9,132-64.4% | $6,835-52.4% | $11,431-71.5% |