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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 | $47,530 | $82,674-42.5% | $125,381-62.1% | $68,486-30.6% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.4%-44.3pp | 67.9%-29.8pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,341 | $6,111-78.1% | $7,448-82.0% | $4,028-66.7% |
| Admin fee / account holder | $16,768 | $6,277+167.1% | $10,007+67.6% | $5,404+210.3% |