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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 | $29,948 | $77,816-61.5% | $123,552-75.8% | $64,173-53.3% |
| Participation rate | 39.3% | 74.7%-35.4pp | 82.3%-43.0pp | 69.6%-30.3pp |
| Annual return | -2.67% | 12.49%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,262 | $5,240-75.9% | $6,426-80.4% | $3,470-63.6% |
| Admin fee / account holder | $14,346 | $5,519+159.9% | $9,285+54.5% | $4,887+193.5% |