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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 | $33,460 | $86,701-61.4% | $73,309-54.4% | $125,389-73.3% |
| Participation rate | 16.7% | 78.6%-61.9pp | 74.9%-58.2pp | 83.2%-66.5pp |
| Annual return | -3.41% | 2.78%-6.2pp | 5.67%-9.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $753 | $5,549-86.4% | $4,991-84.9% | $5,352-85.9% |
| Admin fee / account holder | $1,321 | $7,768-83.0% | $5,635-76.6% | $9,541-86.2% |