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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 | $20,732 | $87,546-76.3% | $75,784-72.6% | $125,389-83.5% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -3.09% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $953 | $4,230-77.5% | $3,652-73.9% | $5,352-82.2% |
| Admin fee / account holder | $1,158 | $6,503-82.2% | $5,300-78.2% | $9,541-87.9% |