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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 | $48,848 | $94,529-48.3% | $140,019-65.1% | $64,181-23.9% |
| Participation rate | 23.5% | 84.1%-60.6pp | 87.5%-64.0pp | 69.6%-46.0pp |
| Annual return | -3.93% | 7.77%-11.7pp | 651.15%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $296 | $5,250-94.4% | $6,927-95.7% | $3,470-91.5% |
| Admin fee / account holder | $552 | $6,741-91.8% | $10,705-94.8% | $4,887-88.7% |