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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 | $55,990 | $99,032-43.5% | $80,022-30.0% | $135,380-58.6% |
| Participation rate | 15.4% | 78.4%-63.0pp | 75.8%-60.4pp | 82.6%-67.3pp |
| Annual return | -6.23% | 15.39%-21.6pp | 11.22%-17.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $646 | $4,282-84.9% | $3,686-82.5% | $5,609-88.5% |
| Admin fee / account holder | $6,322 | $10,436-39.4% | $6,521-3.1% | $10,828-41.6% |