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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 | $44,327 | $167,503-73.5% | $151,627-70.8% | $134,493-67.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.62% | 7.80%-25.4pp | 3.33%-21.0pp | 418.01%-435.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,098 | $8,985-76.6% | $8,363-74.9% | $6,400-67.2% |
| Admin fee / account holder | $1,052 | $13,777-92.4% | $11,612-90.9% | $11,425-90.8% |