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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 | $133,998-39.4% | $112,263-27.7% | $134,545-39.7% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -17.18% | 47.17%-64.4pp | 27.49%-44.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,316 | $5,292-75.1% | $4,729-72.2% | $6,401-79.4% |
| Admin fee / account holder | $1,656 | $7,493-77.9% | $6,410-74.2% | $11,431-85.5% |