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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 | $34,315 | $68,996-50.3% | $159,991-78.6% | $68,495-49.9% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 67.9%-27.9pp |
| Annual return | -17.29% | -9.65%-7.6pp | 408.82%-426.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,126 | $4,211-73.3% | $6,183-81.8% | $4,028-72.1% |
| Admin fee / account holder | $389 | $4,797-91.9% | $8,715-95.5% | $5,403-92.8% |