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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 | $37,921 | $105,861-64.2% | $90,756-58.2% | $134,509-71.8% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -19.48% | -10.99%-8.5pp | -12.16%-7.3pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,427 | $5,217-72.6% | $4,565-68.7% | $6,400-77.7% |
| Admin fee / account holder | $4,711 | $13,938-66.2% | $8,445-44.2% | $11,427-58.8% |