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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 | $41,518 | $197,819-79.0% | $155,789-73.3% | $125,389-66.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -1.86% | 86.73%-88.6pp | 71.54%-73.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $194 | $5,631-96.6% | $4,798-96.0% | $5,352-96.4% |
| Admin fee / account holder | $1,727 | $9,544-81.9% | $7,477-76.9% | $9,541-81.9% |