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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 | $63,325 | $107,809-41.3% | $90,657-30.1% | $135,380-53.2% |
| Participation rate | 20.0% | 78.0%-58.0pp | 74.0%-54.0pp | 82.6%-62.6pp |
| Annual return | -5.74% | -0.90%-4.8pp | 1.89%-7.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $165 | $3,872-95.8% | $3,424-95.2% | $5,609-97.1% |
| Admin fee / account holder | $21,495 | $5,931+262.4% | $4,994+330.4% | $10,828+98.5% |