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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 | $26,442 | $78,694-66.4% | $67,652-60.9% | $125,389-78.9% |
| Participation rate | 45.5% | 78.8%-33.4pp | 75.7%-30.2pp | 83.2%-37.7pp |
| Annual return | -0.47% | 9.46%-9.9pp | 6625.40%-6625.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $936 | $4,292-78.2% | $3,560-73.7% | $5,352-82.5% |
| Admin fee / account holder | $1,331 | $7,403-82.0% | $4,821-72.4% | $9,541-86.0% |