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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 | $57,337 | $133,981-57.2% | $112,249-48.9% | $134,532-57.4% |
| Participation rate | 23.5% | 78.6%-55.0pp | 75.1%-51.5pp | 81.2%-57.7pp |
| Annual return | -17.48% | 47.16%-64.6pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $71 | $5,292-98.7% | $4,729-98.5% | $6,401-98.9% |
| Admin fee / account holder | $313 | $7,492-95.8% | $6,412-95.1% | $11,429-97.3% |