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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 | $36,082 | $133,998-73.1% | $112,263-67.9% | $134,545-73.2% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -10.23% | 47.17%-57.4pp | 27.49%-37.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $977 | $5,292-81.5% | $4,729-79.3% | $6,401-84.7% |
| Admin fee / account holder | $24,194 | $7,493+222.9% | $6,410+277.4% | $11,431+111.7% |