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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 | $39,914 | $87,546-54.4% | $75,784-47.3% | $125,389-68.2% |
| Participation rate | 47.6% | 80.2%-32.6pp | 75.8%-28.2pp | 83.2%-35.6pp |
| Annual return | -1.69% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $868 | $4,230-79.5% | $3,652-76.2% | $5,352-83.8% |
| Admin fee / account holder | $1,330 | $6,503-79.6% | $5,300-74.9% | $9,541-86.1% |