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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 | $48,624 | $68,996-29.5% | $159,991-69.6% | $68,495-29.0% |
| Participation rate | 21.9% | 65.4%-43.5pp | 78.0%-56.1pp | 67.9%-46.0pp |
| Annual return | -13.43% | -9.65%-3.8pp | 408.82%-422.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $923 | $4,211-78.1% | $6,183-85.1% | $4,028-77.1% |
| Admin fee / account holder | $497 | $4,797-89.6% | $8,715-94.3% | $5,403-90.8% |