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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 | $31,939 | $131,835-75.8% | $108,582-70.6% | $273,972-88.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.00% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,321 | $5,127-74.2% | $4,311-69.4% | $5,287-75.0% |
| Admin fee / account holder | $10,203 | $10,253-0.5% | $7,645+33.5% | $10,133+0.7% |