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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 | $29,123 | $86,701-66.4% | $73,309-60.3% | $125,389-76.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -1.49% | 2.78%-4.3pp | 5.67%-7.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,187 | $5,549-78.6% | $4,991-76.2% | $5,352-77.8% |
| Admin fee / account holder | $3,188 | $7,768-59.0% | $5,635-43.4% | $9,541-66.6% |