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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 | $52,472 | $131,835-60.2% | $108,582-51.7% | $273,972-80.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 6.54% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $440 | $5,127-91.4% | $4,311-89.8% | $5,287-91.7% |
| Admin fee / account holder | $671 | $10,253-93.5% | $7,645-91.2% | $10,133-93.4% |