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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 | $16,990 | $87,546-80.6% | $75,784-77.6% | $125,389-86.5% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -1.73% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $600 | $3,930-84.7% | $3,323-81.9% | $4,866-87.7% |
| Participant deferral / active EE | $770 | $4,230-81.8% | $3,652-78.9% | $5,352-85.6% |
| Admin fee / account holder | $120,528 | $6,503+1753.5% | $5,300+2174.2% | $9,541+1163.3% |