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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 | $39,997 | $95,979-58.3% | $74,551-46.3% | $135,380-70.5% |
| Participation rate | 43.8% | 75.7%-31.9pp | 69.1%-25.4pp | 82.6%-38.9pp |
| Annual return | -7.25% | 56.97%-64.2pp | 32.53%-39.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $442 | $3,844-88.5% | $3,108-85.8% | $5,609-92.1% |
| Admin fee / account holder | $1,453 | $6,522-77.7% | $5,059-71.3% | $10,828-86.6% |