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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 | $59,549 | $82,674-28.0% | $125,381-52.5% | $68,486-13.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -19.36% | -5.97%-13.4pp | 572.31%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,327 | $6,111-61.9% | $7,448-68.8% | $4,028-42.2% |
| Admin fee / account holder | $744 | $6,277-88.2% | $10,007-92.6% | $5,404-86.2% |