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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 | $38,539 | $142,392-72.9% | $119,622-67.8% | $134,532-71.4% |
| Participation rate | 34.8% | 82.8%-48.0pp | 79.3%-44.5pp | 81.2%-46.4pp |
| Annual return | -15.38% | -12.46%-2.9pp | -14.98%-0.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $340 | $6,467-94.7% | $5,601-93.9% | $6,401-94.7% |
| Admin fee / account holder | $1,746 | $13,593-87.2% | $10,328-83.1% | $11,429-84.7% |