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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 | $10,745 | $73,848-85.4% | $143,799-92.5% | $68,486-84.3% |
| Participation rate | 26.1% | 66.7%-40.6pp | 80.3%-54.2pp | 67.9%-41.8pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $344 | $3,385-89.8% | $5,638-93.9% | $4,028-91.5% |
| Admin fee / account holder | $2,030 | $5,755-64.7% | $14,677-86.2% | $5,404-62.4% |