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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 | $44,450 | $57,352-22.5% | $83,830-47.0% | $64,173-30.7% |
| Participation rate | 31.4% | 68.6%-37.2pp | 76.1%-44.7pp | 69.6%-38.1pp |
| Annual return | -4.06% | 11.38%-15.4pp | 850.97%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,091 | $2,993-63.6% | $4,082-73.3% | $3,470-68.6% |
| Admin fee / account holder | $14,529 | $4,046+259.1% | $5,479+165.2% | $4,887+197.3% |