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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 | $54,533 | $43,730+24.7% | $121,208-55.0% | $64,181-15.0% |
| Participation rate | 10.0% | 58.3%-48.3pp | 71.8%-61.8pp | 69.6%-59.6pp |
| Annual return | -4.78% | 68.94%-73.7pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $491 | $2,281-78.5% | $3,345-85.3% | $3,470-85.8% |
| Admin fee / account holder | $1,103 | $3,502-68.5% | $5,020-78.0% | $4,887-77.4% |