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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 | $44,459 | $94,529-53.0% | $140,019-68.2% | $64,181-30.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 87.5%-27.5pp | 69.6%-9.6pp |
| Annual return | -0.99% | 7.77%-8.8pp | 651.15%-652.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,215 | $5,250-57.8% | $6,927-68.0% | $3,470-36.2% |
| Admin fee / account holder | $17,989 | $6,741+166.9% | $10,705+68.0% | $4,887+268.1% |