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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 | $11,178 | $82,324-86.4% | $68,803-83.8% | $134,545-91.7% |
| Participation rate | 30.0% | 75.1%-45.1pp | 69.0%-39.0pp | 81.2%-51.2pp |
| Annual return | -13.76% | -2.17%-11.6pp | -6.37%-7.4pp | 418.37%-432.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $958 | $4,740-79.8% | $3,942-75.7% | $6,401-85.0% |
| Admin fee / account holder | $5,480 | $6,485-15.5% | $4,936+11.0% | $11,431-52.1% |