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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 | $16,390 | $85,790-80.9% | $67,313-75.7% | $135,380-87.9% |
| Participation rate | 47.6% | 76.5%-28.8pp | 69.1%-21.5pp | 82.6%-35.0pp |
| Annual return | -6.66% | -0.54%-6.1pp | -4.08%-2.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $589 | $4,651-87.3% | $3,568-83.5% | $5,609-89.5% |
| Admin fee / account holder | $3,245 | $6,392-49.2% | $4,507-28.0% | $10,828-70.0% |