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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 | $45,579 | $59,107-22.9% | $86,439-47.3% | $68,495-33.5% |
| Participation rate | 66.0% | 75.2%-9.3pp | 80.3%-14.4pp | 67.9%-1.9pp |
| Annual return | -16.93% | -0.23%-16.7pp | 4395.55%-4412.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,519 | $5,901-57.3% | $6,952-63.8% | $4,028-37.5% |
| Admin fee / account holder | $1,992 | $5,637-64.7% | $6,732-70.4% | $5,403-63.1% |