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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 | $56,161 | $93,117-39.7% | $77,096-27.2% | $134,532-58.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -18.84% | 62.67%-81.5pp | 42.35%-61.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $417 | $5,241-92.1% | $4,429-90.6% | $6,401-93.5% |
| Admin fee / account holder | $5,011 | $6,948-27.9% | $5,428-7.7% | $11,429-56.2% |