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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 | $61,149 | $133,998-54.4% | $112,263-45.5% | $134,545-54.6% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -18.82% | 47.17%-66.0pp | 27.49%-46.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,155 | $5,292-78.2% | $4,729-75.6% | $6,401-82.0% |
| Admin fee / account holder | $2,480 | $7,493-66.9% | $6,410-61.3% | $11,431-78.3% |