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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 | $37,543 | $129,960-71.1% | $104,299-64.0% | $134,545-72.1% |
| Participation rate | 15.4% | 79.5%-64.2pp | 73.3%-57.9pp | 81.2%-65.8pp |
| Annual return | -9.49% | 42.06%-51.5pp | 24.62%-34.1pp | 418.37%-427.9pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $549 | $5,589-90.2% | $4,626-88.1% | $6,401-91.4% |
| Admin fee / account holder | $839 | $9,324-91.0% | $7,339-88.6% | $11,431-92.7% |