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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 | $59,605 | $129,959-54.1% | $104,301-42.9% | $134,509-55.7% |
| Participation rate | 16.7% | 79.5%-62.9pp | 73.3%-56.6pp | 81.2%-64.6pp |
| Annual return | -16.40% | 42.04%-58.4pp | 24.61%-41.0pp | 418.13%-434.5pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $179 | $5,589-96.8% | $4,626-96.1% | $6,400-97.2% |
| Admin fee / account holder | $11,473 | $9,325+23.0% | $7,340+56.3% | $11,427+0.4% |