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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 | $27,180 | $105,866-74.3% | $90,766-70.1% | $134,545-79.8% |
| Participation rate | 10.0% | 78.3%-68.3pp | 75.7%-65.7pp | 81.2%-71.2pp |
| Annual return | -13.67% | -10.99%-2.7pp | -12.16%-1.5pp | 418.37%-432.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $584 | $5,217-88.8% | $4,565-87.2% | $6,401-90.9% |
| Admin fee / account holder | $3,025 | $13,938-78.3% | $8,446-64.2% | $11,431-73.5% |