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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 | $22,366 | $99,032-77.4% | $80,022-72.1% | $135,380-83.5% |
| Participation rate | 47.1% | 78.4%-31.3pp | 75.8%-28.8pp | 82.6%-35.6pp |
| Annual return | -4.38% | 15.39%-19.8pp | 11.22%-15.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $913 | $4,282-78.7% | $3,686-75.2% | $5,609-83.7% |
| Admin fee / account holder | $317 | $10,436-97.0% | $6,521-95.1% | $10,828-97.1% |