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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 | $39,333 | $142,409-72.4% | $119,634-67.1% | $134,545-70.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -4.89% | -12.46%+7.6pp | -14.98%+10.1pp | 418.37%-423.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,296 | $6,468-80.0% | $5,601-76.9% | $6,401-79.8% |
| Admin fee / account holder | $496 | $13,594-96.3% | $10,329-95.2% | $11,431-95.7% |