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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 | $14,810 | $87,546-83.1% | $75,784-80.5% | $125,389-88.2% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -0.78% | 13.49%-14.3pp | 9.68%-10.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $332 | $4,230-92.2% | $3,652-90.9% | $5,352-93.8% |
| Admin fee / account holder | $2,029 | $6,503-68.8% | $5,300-61.7% | $9,541-78.7% |