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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 | $45,675 | $211,946-78.4% | $169,452-73.0% | $135,379-66.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.42% | 3.26%-8.7pp | 1.83%-7.2pp | 519.79%-525.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $700 | $6,075-88.5% | $5,277-86.7% | $5,609-87.5% |
| Admin fee / account holder | $2,425 | $11,472-78.9% | $9,110-73.4% | $10,828-77.6% |