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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 | $53,085 | $129,959-59.2% | $104,301-49.1% | $134,509-60.5% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -16.49% | 42.04%-58.5pp | 24.61%-41.1pp | 418.13%-434.6pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,236 | $5,589-77.9% | $4,626-73.3% | $6,400-80.7% |
| Admin fee / account holder | $2,687 | $9,325-71.2% | $7,340-63.4% | $11,427-76.5% |