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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 | $81,146 | $133,983-39.4% | $112,244-27.7% | $134,493-39.7% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -17.18% | 47.13%-64.3pp | 27.46%-44.6pp | 418.01%-435.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,316 | $5,291-75.1% | $4,728-72.2% | $6,400-79.4% |
| Admin fee / account holder | $1,656 | $7,490-77.9% | $6,411-74.2% | $11,425-85.5% |