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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 | $62,560 | $92,219-32.2% | $76,767-18.5% | $135,380-53.8% |
| Participation rate | 31.3% | 79.8%-48.5pp | 77.0%-45.7pp | 82.6%-51.4pp |
| Annual return | -6.80% | 5.46%-12.3pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $402 | $4,508-91.1% | $3,852-89.6% | $5,609-92.8% |
| Admin fee / account holder | $6,883 | $10,749-36.0% | $6,675+3.1% | $10,828-36.4% |