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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 | $44,735 | $85,790-47.9% | $67,313-33.5% | $135,379-67.0% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -8.80% | -0.54%-8.3pp | -4.08%-4.7pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $830 | $4,651-82.1% | $3,568-76.7% | $5,609-85.2% |
| Admin fee / account holder | $2,358 | $6,392-63.1% | $4,507-47.7% | $10,828-78.2% |