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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 | $41,089 | $97,761-58.0% | $83,850-51.0% | $135,382-69.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -7.57% | 1287.44%-1295.0pp | 850.92%-858.5pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $831 | $4,682-82.2% | $4,082-79.6% | $5,609-85.2% |
| Admin fee / account holder | $1,179 | $6,674-82.3% | $5,478-78.5% | $10,829-89.1% |