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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 | $44,409 | $100,811-55.9% | $86,698-48.8% | $134,545-67.0% |
| Participation rate | 23.8% | 79.0%-55.1pp | 76.6%-52.8pp | 81.2%-57.4pp |
| Annual return | -11.82% | 29.11%-40.9pp | 35.96%-47.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $551 | $5,339-89.7% | $4,656-88.2% | $6,401-91.4% |
| Admin fee / account holder | $5,025 | $10,926-54.0% | $7,492-32.9% | $11,431-56.0% |