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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 | $57,350 | $72,404-20.8% | $110,243-48.0% | $64,173-10.6% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | -5.96% | -6.29%+0.3pp | 314.76%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $393 | $3,469-88.7% | $4,672-91.6% | $3,470-88.7% |
| Admin fee / account holder | $573 | $5,664-89.9% | $8,548-93.3% | $4,887-88.3% |