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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 | $48,181 | $57,352-16.0% | $83,831-42.5% | $64,173-24.9% |
| Participation rate | 37.5% | 68.6%-31.1pp | 76.1%-38.6pp | 69.6%-32.1pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $897 | $2,993-70.0% | $4,082-78.0% | $3,470-74.2% |
| Admin fee / account holder | $1,652 | $4,046-59.2% | $5,479-69.9% | $4,887-66.2% |