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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 | $25,685 | $92,219-72.1% | $76,766-66.5% | $135,382-81.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -8.15% | 5.46%-13.6pp | 2.43%-10.6pp | 519.77%-527.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $975 | $4,508-78.4% | $3,851-74.7% | $5,609-82.6% |
| Admin fee / account holder | $440 | $10,749-95.9% | $6,675-93.4% | $10,829-95.9% |