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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 | $40,621 | $134,001-69.7% | $112,258-63.8% | $134,509-69.8% |
| Participation rate | 21.1% | 78.6%-57.5pp | 75.1%-54.0pp | 81.2%-60.2pp |
| Annual return | -16.15% | 47.15%-63.3pp | 27.47%-43.6pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $536 | $5,291-89.9% | $4,728-88.7% | $6,400-91.6% |
| Admin fee / account holder | $5,957 | $7,491-20.5% | $6,411-7.1% | $11,427-47.9% |