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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 | $37,526 | $133,998-72.0% | $112,263-66.6% | $134,545-72.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -12.73% | 47.17%-59.9pp | 27.49%-40.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,216 | $5,292-77.0% | $4,729-74.3% | $6,401-81.0% |
| Admin fee / account holder | $437 | $7,493-94.2% | $6,410-93.2% | $11,431-96.2% |