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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 | $62,845 | $105,867-40.6% | $90,760-30.8% | $134,532-53.3% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -14.38% | -10.99%-3.4pp | -12.16%-2.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $518 | $5,217-90.1% | $4,565-88.6% | $6,401-91.9% |
| Admin fee / account holder | $600 | $13,936-95.7% | $8,444-92.9% | $11,429-94.8% |