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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 | $56,025 | $52,519+6.7% | $155,789-64.0% | $59,633-6.1% |
| Participation rate | 16.2% | 61.7%-45.5pp | 76.1%-59.9pp | 68.7%-52.5pp |
| Annual return | -2.45% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $538 | $3,084-82.5% | $4,798-88.8% | $3,192-83.1% |
| Admin fee / account holder | $595 | $3,540-83.2% | $7,477-92.0% | $4,297-86.2% |