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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 | $109,308 | $129,959-15.9% | $104,301+4.8% | $134,532-18.7% |
| Participation rate | 42.1% | 79.5%-37.4pp | 73.3%-31.2pp | 81.2%-39.1pp |
| Annual return | -17.04% | 42.04%-59.1pp | 24.61%-41.7pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,271 | $5,589-77.3% | $4,626-72.5% | $6,401-80.1% |
| Admin fee / account holder | $1,844 | $9,325-80.2% | $7,340-74.9% | $11,429-83.9% |