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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 | $36,397 | $90,617-59.8% | $79,476-54.2% | $135,382-73.1% |
| Participation rate | 26.3% | 76.1%-49.7pp | 73.3%-47.0pp | 82.6%-56.3pp |
| Annual return | -8.08% | 977.57%-985.6pp | 718.21%-726.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $151 | $4,050-96.3% | $3,704-95.9% | $5,609-97.3% |
| Admin fee / account holder | $1,390 | $5,907-76.5% | $5,113-72.8% | $10,829-87.2% |