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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 | $41,003 | $94,529-56.6% | $140,019-70.7% | $64,173-36.1% |
| Participation rate | 40.0% | 84.1%-44.1pp | 87.5%-47.5pp | 69.6%-29.6pp |
| Annual return | -5.21% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,215 | $5,250-76.9% | $6,927-82.5% | $3,470-65.0% |
| Admin fee / account holder | $1,694 | $6,741-74.9% | $10,705-84.2% | $4,887-65.3% |