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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 | $35,619 | $142,392-75.0% | $119,622-70.2% | $134,532-73.5% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -16.90% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $867 | $6,467-86.6% | $5,601-84.5% | $6,401-86.5% |
| Admin fee / account holder | $1,000 | $13,593-92.6% | $10,328-90.3% | $11,429-91.3% |