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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 | $31,220 | $95,975-67.5% | $74,549-58.1% | $135,379-76.9% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -8.23% | 56.96%-65.2pp | 32.53%-40.8pp | 519.79%-528.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $285 | $3,844-92.6% | $3,108-90.8% | $5,609-94.9% |
| Admin fee / account holder | $488 | $6,522-92.5% | $5,059-90.4% | $10,828-95.5% |