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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 | $40,247 | $53,546-24.8% | $69,884-42.4% | $68,486-41.2% |
| Participation rate | 48.3% | 64.5%-16.3pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -13.48% | -13.87%+0.4pp | 190.81%-204.3pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,018 | $2,957-65.6% | $3,848-73.5% | $4,028-74.7% |
| Admin fee / account holder | $1,768 | $4,693-62.3% | $6,266-71.8% | $5,404-67.3% |