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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 | $39,351 | $105,867-62.8% | $90,760-56.6% | $134,532-70.7% |
| Participation rate | 35.0% | 78.3%-43.3pp | 75.7%-40.7pp | 81.2%-46.2pp |
| Annual return | -16.65% | -10.99%-5.7pp | -12.16%-4.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $564 | $5,217-89.2% | $4,565-87.6% | $6,401-91.2% |
| Admin fee / account holder | $6,844 | $13,936-50.9% | $8,444-19.0% | $11,429-40.1% |