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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 | $54,116 | $86,701-37.6% | $73,309-26.2% | $125,389-56.8% |
| Participation rate | 19.0% | 78.6%-59.6pp | 74.9%-55.9pp | 83.2%-64.1pp |
| Annual return | -1.71% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $415 | $5,549-92.5% | $4,991-91.7% | $5,352-92.3% |
| Admin fee / account holder | $805 | $7,768-89.6% | $5,635-85.7% | $9,541-91.6% |