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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 | $75,052 | $133,998-44.0% | $112,263-33.1% | $134,545-44.2% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -12.44% | 47.17%-59.6pp | 27.49%-39.9pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $875 | $5,292-83.5% | $4,729-81.5% | $6,401-86.3% |
| Admin fee / account holder | $12,939 | $7,493+72.7% | $6,410+101.8% | $11,431+13.2% |