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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 | $35,831 | $94,529-62.1% | $140,019-74.4% | $64,173-44.2% |
| Participation rate | 41.3% | 84.1%-42.8pp | 87.5%-46.2pp | 69.6%-28.3pp |
| Annual return | -5.72% | 7.77%-13.5pp | 651.15%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,597 | $5,250-69.6% | $6,927-76.9% | $3,470-54.0% |
| Admin fee / account holder | $7,724 | $6,741+14.6% | $10,705-27.8% | $4,887+58.0% |