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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 | $28,365 | $57,352-50.5% | $83,830-66.2% | $64,173-55.8% |
| Participation rate | 31.9% | 68.6%-36.7pp | 76.1%-44.2pp | 69.6%-37.7pp |
| Annual return | -4.29% | 11.38%-15.7pp | 850.97%-855.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $673 | $2,993-77.5% | $4,082-83.5% | $3,470-80.6% |
| Admin fee / account holder | $305 | $4,046-92.5% | $5,479-94.4% | $4,887-93.8% |