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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 | $41,269 | $99,032-58.3% | $80,022-48.4% | $135,380-69.5% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -5.94% | 15.39%-21.3pp | 11.22%-17.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $501 | $4,282-88.3% | $3,686-86.4% | $5,609-91.1% |
| Admin fee / account holder | $2,300 | $10,436-78.0% | $6,521-64.7% | $10,828-78.8% |