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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 | $35,007 | $142,392-75.4% | $119,622-70.7% | $134,532-74.0% |
| Participation rate | 38.9% | 82.8%-43.9pp | 79.3%-40.4pp | 81.2%-42.3pp |
| Annual return | -16.81% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,785 | $6,467-72.4% | $5,601-68.1% | $6,401-72.1% |
| Admin fee / account holder | $505 | $13,593-96.3% | $10,328-95.1% | $11,429-95.6% |