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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 | $54,180 | $167,362-67.6% | $143,799-62.3% | $134,532-59.7% |
| Participation rate | 39.1% | 84.8%-45.7pp | 80.3%-41.2pp | 81.2%-42.1pp |
| Annual return | -12.89% | 0.47%-13.4pp | -0.04%-12.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,009 | $6,447-68.8% | $5,638-64.4% | $6,401-68.6% |
| Admin fee / account holder | $7,419 | $18,094-59.0% | $14,677-49.5% | $11,429-35.1% |