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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 | $26,608 | $92,219-71.1% | $76,766-65.3% | $135,382-80.3% |
| Participation rate | 53.8% | 79.8%-25.9pp | 77.0%-23.1pp | 82.6%-28.8pp |
| Annual return | -3.74% | 5.46%-9.2pp | 2.43%-6.2pp | 519.77%-523.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,082 | $4,508-76.0% | $3,851-71.9% | $5,609-80.7% |
| Admin fee / account holder | $809 | $10,749-92.5% | $6,675-87.9% | $10,829-92.5% |