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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 | $42,195 | $68,996-38.8% | $159,991-73.6% | $68,495-38.4% |
| Participation rate | 17.9% | 65.4%-47.6pp | 78.0%-60.1pp | 67.9%-50.0pp |
| Annual return | -17.21% | -9.65%-7.6pp | 408.82%-426.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $296 | $4,211-93.0% | $6,183-95.2% | $4,028-92.7% |
| Admin fee / account holder | $2,573 | $4,797-46.4% | $8,715-70.5% | $5,403-52.4% |