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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 | $39,362 | $142,361-72.4% | $119,608-67.1% | $134,509-70.7% |
| Participation rate | 13.6% | 82.8%-69.2pp | 79.3%-65.6pp | 81.2%-67.6pp |
| Annual return | -14.49% | -12.46%-2.0pp | -14.98%+0.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $175 | $6,468-97.3% | $5,601-96.9% | $6,400-97.3% |
| Admin fee / account holder | $2,566 | $13,588-81.1% | $10,326-75.1% | $11,427-77.5% |