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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 | $21,777 | $87,546-75.1% | $75,784-71.3% | $125,389-82.6% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | -3.38% | 13.49%-16.9pp | 9.68%-13.1pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $807 | $4,230-80.9% | $3,652-77.9% | $5,352-84.9% |
| Admin fee / account holder | $321 | $6,503-95.1% | $5,300-93.9% | $9,541-96.6% |