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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 | $20,921 | $84,518-75.2% | $67,704-69.1% | $125,388-83.3% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -2.34% | 2.57%-4.9pp | 25.41%-27.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $506 | $4,430-88.6% | $3,585-85.9% | $5,352-90.5% |
| Admin fee / account holder | $4,685 | $5,340-12.3% | $4,255+10.1% | $9,541-50.9% |