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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 | $37,403 | $133,981-72.1% | $112,249-66.7% | $134,532-72.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.94% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $148 | $5,292-97.2% | $4,729-96.9% | $6,401-97.7% |
| Admin fee / account holder | $889 | $7,492-88.1% | $6,412-86.1% | $11,429-92.2% |