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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 | $20,123 | $92,219-78.2% | $76,767-73.8% | $135,380-85.1% |
| Participation rate | 30.0% | 79.8%-49.8pp | 77.0%-47.0pp | 82.6%-52.6pp |
| Annual return | -8.46% | 5.46%-13.9pp | 2.43%-10.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $498 | $4,508-88.9% | $3,852-87.1% | $5,609-91.1% |
| Admin fee / account holder | $481 | $10,749-95.5% | $6,675-92.8% | $10,828-95.6% |