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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 | $27,305 | $105,866-74.2% | $90,766-69.9% | $134,545-79.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -12.78% | -10.99%-1.8pp | -12.16%-0.6pp | 418.37%-431.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $130 | $5,217-97.5% | $4,565-97.2% | $6,401-98.0% |
| Admin fee / account holder | $10,414 | $13,938-25.3% | $8,446+23.3% | $11,431-8.9% |