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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 | $167,533-73.5% | $151,645-70.8% | $134,545-67.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.62% | 7.81%-25.4pp | 3.34%-21.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,098 | $8,985-76.6% | $8,363-74.9% | $6,401-67.2% |
| Admin fee / account holder | $1,052 | $13,781-92.4% | $11,614-90.9% | $11,431-90.8% |