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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 | $49,844 | $105,866-52.9% | $90,766-45.1% | $134,545-63.0% |
| Participation rate | 58.3% | 78.3%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -14.68% | -10.99%-3.7pp | -12.16%-2.5pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,200 | $5,217-77.0% | $4,565-73.7% | $6,401-81.3% |
| Admin fee / account holder | $10,298 | $13,938-26.1% | $8,446+21.9% | $11,431-9.9% |