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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 | $75,528 | $127,096-40.6% | $105,736-28.6% | $135,380-44.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 76.3%-43.0pp | 82.6%-49.3pp |
| Annual return | -3.81% | 4.49%-8.3pp | 6.27%-10.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $411 | $5,064-91.9% | $4,080-89.9% | $5,609-92.7% |
| Admin fee / account holder | $33,020 | $9,087+263.4% | $6,913+377.7% | $10,828+204.9% |