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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 | $52,205 | $106,918-51.2% | $84,021-37.9% | $152,897-65.9% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.5%-51.7pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $519 | $4,012-87.1% | $3,239-84.0% | $5,851-91.1% |
| Admin fee / account holder | $6,497 | $8,288-21.6% | $6,102+6.5% | $11,599-44.0% |