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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 | $51,832 | $97,020-46.6% | $83,327-37.8% | $135,380-61.7% |
| Participation rate | 25.0% | 80.4%-55.4pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | -7.26% | 12.31%-19.6pp | 10.64%-17.9pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,514 | $5,964-74.6% | $5,565-72.8% | $5,609-73.0% |
| Admin fee / account holder | $22,934 | $8,426+172.2% | $7,540+204.1% | $10,828+111.8% |