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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 | $52,159 | $57,352-9.1% | $83,830-37.8% | $64,173-18.7% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | -6.99% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $856 | $2,993-71.4% | $4,082-79.0% | $3,470-75.3% |
| Admin fee / account holder | $1,665 | $4,046-58.9% | $5,479-69.6% | $4,887-65.9% |