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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 | $31,734 | $135,645-76.6% | $110,243-71.2% | $135,380-76.6% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -7.67% | 513.24%-520.9pp | 314.76%-322.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,475 | $5,507-73.2% | $4,672-68.4% | $5,609-73.7% |
| Admin fee / account holder | $4,381 | $11,458-61.8% | $8,548-48.7% | $10,828-59.5% |