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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 | $33,824 | $95,188-64.5% | $76,518-55.8% | $135,379-75.0% |
| Participation rate | 12.5% | 74.4%-61.9pp | 68.0%-55.5pp | 82.6%-70.1pp |
| Annual return | -6.17% | 4.85%-11.0pp | -0.27%-5.9pp | 519.79%-526.0pp |
| Employer contribution / active EE | $323 | $3,303-90.2% | $2,647-87.8% | $4,779-93.3% |
| Participant deferral / active EE | $518 | $4,640-88.8% | $3,836-86.5% | $5,609-90.8% |
| Admin fee / account holder | $3,467 | $6,249-44.5% | $4,849-28.5% | $10,828-68.0% |