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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 | $30,224 | $72,404-58.3% | $110,243-72.6% | $64,173-52.9% |
| Participation rate | 48.9% | 73.3%-24.4pp | 79.8%-30.9pp | 69.6%-20.7pp |
| Annual return | -3.17% | -6.29%+3.1pp | 314.76%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,437 | $3,469-58.6% | $4,672-69.2% | $3,470-58.6% |
| Admin fee / account holder | $18,227 | $5,664+221.8% | $8,548+113.2% | $4,887+273.0% |