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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 | $15,424 | $87,544-82.4% | $75,784-79.6% | $125,388-87.7% |
| Participation rate | 16.7% | 80.2%-63.5pp | 75.8%-59.2pp | 83.2%-66.5pp |
| Annual return | -2.42% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $62 | $4,229-98.5% | $3,652-98.3% | $5,352-98.9% |
| Admin fee / account holder | $378 | $6,502-94.2% | $5,300-92.9% | $9,541-96.0% |