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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 | $26,233 | $97,020-73.0% | $83,327-68.5% | $135,380-80.6% |
| Participation rate | 26.7% | 80.4%-53.7pp | 77.8%-51.1pp | 82.6%-56.0pp |
| Annual return | -7.69% | 12.31%-20.0pp | 10.64%-18.3pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,708 | $5,964-71.4% | $5,565-69.3% | $5,609-69.5% |
| Admin fee / account holder | $1,273 | $8,426-84.9% | $7,540-83.1% | $10,828-88.2% |