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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 | $29,007 | $131,835-78.0% | $108,582-73.3% | $273,972-89.4% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 3.16% | -91.57%+94.7pp | -51.70%+54.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $875 | $5,127-82.9% | $4,311-79.7% | $5,287-83.4% |
| Admin fee / account holder | $7,103 | $10,253-30.7% | $7,645-7.1% | $10,133-29.9% |