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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 | $33,442 | $100,792-66.8% | $86,691-61.4% | $134,509-75.1% |
| Participation rate | 9.1% | 78.9%-69.9pp | 76.6%-67.5pp | 81.2%-72.1pp |
| Annual return | -19.12% | 29.08%-48.2pp | 35.94%-55.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $598 | $5,339-88.8% | $4,656-87.2% | $6,400-90.7% |
| Admin fee / account holder | $730 | $10,924-93.3% | $7,492-90.3% | $11,427-93.6% |