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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 | $42,920 | $82,674-48.1% | $125,363-65.8% | $68,495-37.3% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,970 | $6,111-67.8% | $7,447-73.5% | $4,028-51.1% |
| Admin fee / account holder | $2,079 | $6,276-66.9% | $10,005-79.2% | $5,403-61.5% |