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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 | $31,392 | $99,032-68.3% | $80,022-60.8% | $135,379-76.8% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -6.08% | 15.39%-21.5pp | 11.22%-17.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $499 | $4,282-88.3% | $3,686-86.5% | $5,609-91.1% |
| Admin fee / account holder | $4,028 | $10,436-61.4% | $6,521-38.2% | $10,828-62.8% |