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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 | $34,739 | $82,674-58.0% | $125,381-72.3% | $68,486-49.3% |
| Participation rate | 34.1% | 75.1%-41.0pp | 82.4%-48.3pp | 67.9%-33.8pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,457 | $6,111-76.2% | $7,448-80.4% | $4,028-63.8% |
| Admin fee / account holder | $1,174 | $6,277-81.3% | $10,007-88.3% | $5,404-78.3% |