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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 | $35,032 | $134,001-73.9% | $112,258-68.8% | $134,509-74.0% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -15.05% | 47.15%-62.2pp | 27.47%-42.5pp | 418.13%-433.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,077 | $5,291-79.6% | $4,728-77.2% | $6,400-83.2% |
| Admin fee / account holder | $410 | $7,491-94.5% | $6,411-93.6% | $11,427-96.4% |