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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 | $23,355 | $167,353-86.0% | $143,797-83.8% | $134,545-82.6% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -2.15% | 0.48%-2.6pp | -0.04%-2.1pp | 418.37%-420.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,185 | $6,447-81.6% | $5,638-79.0% | $6,401-81.5% |
| Admin fee / account holder | $5,449 | $18,096-69.9% | $14,679-62.9% | $11,431-52.3% |