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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 | $27,999 | $67,372-58.4% | $60,906-54.0% | $134,532-79.2% |
| Participation rate | 38.5% | 76.2%-37.7pp | 73.1%-34.6pp | 81.2%-42.8pp |
| Annual return | -19.82% | 50.05%-69.9pp | 16.94%-36.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $923 | $4,532-79.6% | $3,814-75.8% | $6,401-85.6% |
| Admin fee / account holder | $2,052 | $4,588-55.3% | $3,227-36.4% | $11,429-82.0% |