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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 | $79,237 | $100,805-21.4% | $86,698-8.6% | $134,532-41.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -6.08% | 29.09%-35.2pp | 35.95%-42.0pp | 418.27%-424.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $168 | $5,339-96.8% | $4,656-96.4% | $6,401-97.4% |
| Admin fee / account holder | $115,080 | $10,925+953.3% | $7,493+1435.9% | $11,429+906.9% |