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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 | $22,350 | $129,960-82.8% | $104,299-78.6% | $134,545-83.4% |
| Participation rate | 46.7% | 79.5%-32.9pp | 73.3%-26.6pp | 81.2%-34.6pp |
| Annual return | -16.21% | 42.06%-58.3pp | 24.62%-40.8pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $709 | $5,589-87.3% | $4,626-84.7% | $6,401-88.9% |
| Admin fee / account holder | $18,236 | $9,324+95.6% | $7,339+148.5% | $11,431+59.5% |