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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 | $39,682 | $100,811-60.6% | $86,698-54.2% | $134,545-70.5% |
| Participation rate | 30.8% | 79.0%-48.2pp | 76.6%-45.8pp | 81.2%-50.5pp |
| Annual return | -17.29% | 29.11%-46.4pp | 35.96%-53.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $418 | $5,339-92.2% | $4,656-91.0% | $6,401-93.5% |
| Admin fee / account holder | $59,251 | $10,926+442.3% | $7,492+690.9% | $11,431+418.3% |