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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 | $47,956 | $90,448-47.0% | $93,786-48.9% | $134,545-64.4% |
| Participation rate | 31.3% | 82.0%-50.7pp | 81.0%-49.7pp | 81.2%-50.0pp |
| Annual return | -14.64% | -15.71%+1.1pp | -11.32%-3.3pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $667 | $5,983-88.9% | $6,100-89.1% | $6,401-89.6% |
| Admin fee / account holder | $6,561 | $9,232-28.9% | $7,184-8.7% | $11,431-42.6% |