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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 | $20,317 | $57,350-64.6% | $83,850-75.8% | $64,181-68.3% |
| Participation rate | 40.0% | 68.6%-28.6pp | 76.1%-36.1pp | 69.6%-29.6pp |
| Annual return | -6.86% | 11.38%-18.2pp | 850.92%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $589 | $2,993-80.3% | $4,082-85.6% | $3,470-83.0% |
| Admin fee / account holder | $1,731 | $4,046-57.2% | $5,478-68.4% | $4,887-64.6% |