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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 | $46,993 | $142,392-67.0% | $119,622-60.7% | $134,532-65.1% |
| Participation rate | 43.8% | 82.8%-39.1pp | 79.3%-35.5pp | 81.2%-37.5pp |
| Annual return | -13.86% | -12.46%-1.4pp | -14.98%+1.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $795 | $6,467-87.7% | $5,601-85.8% | $6,401-87.6% |
| Admin fee / account holder | $12,716 | $13,593-6.4% | $10,328+23.1% | $11,429+11.3% |