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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 | $30,198 | $49,177-38.6% | $79,467-62.0% | $64,173-52.9% |
| Participation rate | 23.1% | 65.0%-42.0pp | 73.3%-50.3pp | 69.6%-46.5pp |
| Annual return | -6.18% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $785 | $2,821-72.2% | $3,704-78.8% | $3,470-77.4% |
| Admin fee / account holder | $2,689 | $3,839-29.9% | $5,104-47.3% | $4,887-45.0% |