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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 | $43,612 | $100,811-56.7% | $86,698-49.7% | $134,545-67.6% |
| Participation rate | 58.8% | 79.0%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -16.93% | 29.11%-46.0pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,611 | $5,339-69.8% | $4,656-65.4% | $6,401-74.8% |
| Admin fee / account holder | $540 | $10,926-95.1% | $7,492-92.8% | $11,431-95.3% |