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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 | $57,512 | $133,998-57.1% | $112,263-48.8% | $134,545-57.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.12% | 47.17%-67.3pp | 27.49%-47.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $13,599 | $4,040+236.6% | $3,636+274.0% | $4,742+186.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $826 | $7,493-89.0% | $6,410-87.1% | $11,431-92.8% |