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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 | $35,938 | $88,585-59.4% | $69,884-48.6% | $134,532-73.3% |
| Participation rate | 69.2% | 74.9%-5.7pp | 70.5%-1.2pp | 81.2%-12.0pp |
| Annual return | -17.00% | 442.80%-459.8pp | 190.81%-207.8pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $782 | $4,770-83.6% | $3,848-79.7% | $6,401-87.8% |
| Admin fee / account holder | $1,120 | $10,441-89.3% | $6,266-82.1% | $11,429-90.2% |