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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 | $25,553 | $87,546-70.8% | $75,784-66.3% | $125,389-79.6% |
| Participation rate | 38.5% | 80.2%-41.7pp | 75.8%-37.4pp | 83.2%-44.7pp |
| Annual return | -0.46% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,015 | $3,930-74.2% | $3,323-69.5% | $4,866-79.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $678 | $6,503-89.6% | $5,300-87.2% | $9,541-92.9% |