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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 | $43,334 | $211,946-79.6% | $169,452-74.4% | $135,382-68.0% |
| Participation rate | 12.5% | 82.6%-70.1pp | 77.8%-65.3pp | 82.6%-70.1pp |
| Annual return | -8.42% | 3.26%-11.7pp | 1.83%-10.3pp | 519.77%-528.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $163 | $6,075-97.3% | $5,277-96.9% | $5,609-97.1% |
| Admin fee / account holder | $474 | $11,472-95.9% | $9,110-94.8% | $10,829-95.6% |