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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 | $41,348 | $49,177-15.9% | $79,467-48.0% | $64,173-35.6% |
| Participation rate | 40.4% | 65.0%-24.6pp | 73.3%-33.0pp | 69.6%-29.2pp |
| Annual return | -4.26% | -1.16%-3.1pp | 718.30%-722.6pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $801 | $2,821-71.6% | $3,704-78.4% | $3,470-76.9% |
| Admin fee / account holder | $2,125 | $3,839-44.6% | $5,104-58.4% | $4,887-56.5% |