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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 | $52,030 | $57,352-9.3% | $83,831-37.9% | $64,173-18.9% |
| Participation rate | 24.4% | 68.6%-44.2pp | 76.1%-51.8pp | 69.6%-45.2pp |
| Annual return | -8.20% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $806 | $2,993-73.1% | $4,082-80.3% | $3,470-76.8% |
| Admin fee / account holder | $1,499 | $4,046-63.0% | $5,479-72.6% | $4,887-69.3% |