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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 | $29,134 | $95,915-69.6% | $79,580-63.4% | $134,532-78.3% |
| Participation rate | 20.8% | 75.0%-54.2pp | 69.5%-48.7pp | 81.2%-60.4pp |
| Annual return | -16.91% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $644 | $4,693-86.3% | $3,985-83.8% | $6,401-89.9% |
| Admin fee / account holder | $5,458 | $9,132-40.2% | $6,835-20.1% | $11,429-52.2% |