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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 | $17,581 | $87,016-79.8% | $63,244-72.2% | $125,389-86.0% |
| Participation rate | 30.0% | 77.1%-47.1pp | 71.0%-41.0pp | 83.2%-53.2pp |
| Annual return | -2.73% | 21.71%-24.4pp | -70.31%+67.6pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $345 | $3,939-91.3% | $2,953-88.3% | $5,352-93.6% |
| Admin fee / account holder | $1,957 | $11,954-83.6% | $5,893-66.8% | $9,541-79.5% |