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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 | $51,470 | $105,867-51.4% | $90,760-43.3% | $134,532-61.7% |
| Participation rate | 18.8% | 78.3%-59.5pp | 75.7%-56.9pp | 81.2%-62.5pp |
| Annual return | -16.66% | -10.99%-5.7pp | -12.16%-4.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $355 | $5,217-93.2% | $4,565-92.2% | $6,401-94.4% |
| Admin fee / account holder | $2,809 | $13,936-79.8% | $8,444-66.7% | $11,429-75.4% |