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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 | $42,998 | $95,917-55.2% | $79,583-46.0% | $134,545-68.0% |
| Participation rate | 29.4% | 75.0%-45.6pp | 69.5%-40.1pp | 81.2%-51.8pp |
| Annual return | -15.11% | -2.70%-12.4pp | 0.16%-15.3pp | 418.37%-433.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $826 | $4,694-82.4% | $3,986-79.3% | $6,401-87.1% |
| Admin fee / account holder | $476 | $9,132-94.8% | $6,835-93.0% | $11,431-95.8% |