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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 | $26,879 | $105,866-74.6% | $90,766-70.4% | $134,545-80.0% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -17.33% | -10.99%-6.3pp | -12.16%-5.2pp | 418.37%-435.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $615 | $5,217-88.2% | $4,565-86.5% | $6,401-90.4% |
| Admin fee / account holder | $10,849 | $13,938-22.2% | $8,446+28.4% | $11,431-5.1% |