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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 | $29,113 | $95,915-69.6% | $79,580-63.4% | $134,532-78.4% |
| Participation rate | 29.4% | 75.0%-45.6pp | 69.5%-40.1pp | 81.2%-51.8pp |
| Annual return | -14.90% | -2.71%-12.2pp | 0.15%-15.0pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $959 | $4,693-79.6% | $3,985-75.9% | $6,401-85.0% |
| Admin fee / account holder | $2,747 | $9,132-69.9% | $6,835-59.8% | $11,429-76.0% |