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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 | $28,724 | $83,908-65.8% | $68,509-58.1% | $125,389-77.1% |
| Participation rate | 43.8% | 78.2%-34.4pp | 74.7%-31.0pp | 83.2%-39.4pp |
| Annual return | -3.07% | 14.48%-17.5pp | 8.27%-11.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $794 | $4,125-80.8% | $3,382-76.5% | $5,352-85.2% |
| Admin fee / account holder | $4,333 | $8,982-51.8% | $5,275-17.9% | $9,541-54.6% |