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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 | $32,822 | $57,352-42.8% | $83,830-60.8% | $64,173-48.9% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -3.46% | 11.38%-14.8pp | 850.97%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $681 | $2,993-77.2% | $4,082-83.3% | $3,470-80.4% |
| Admin fee / account holder | $8,498 | $4,046+110.0% | $5,479+55.1% | $4,887+73.9% |