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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 | $30,949 | $92,219-66.4% | $76,768-59.7% | $135,379-77.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -5.87% | 5.46%-11.3pp | 2.43%-8.3pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,229 | $4,508-72.8% | $3,852-68.1% | $5,609-78.1% |
| Admin fee / account holder | $726 | $10,749-93.2% | $6,675-89.1% | $10,828-93.3% |