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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 | $32,590 | $113,941-71.4% | $94,229-65.4% | $125,389-74.0% |
| Participation rate | 55.0% | 82.9%-27.9pp | 78.8%-23.8pp | 83.2%-28.2pp |
| Annual return | -0.73% | 5.29%-6.0pp | 10.68%-11.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,196 | $5,179-76.9% | $4,320-72.3% | $5,352-77.7% |
| Admin fee / account holder | $7,316 | $8,392-12.8% | $6,269+16.7% | $9,541-23.3% |