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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 | $38,059 | $81,870-53.5% | $119,608-68.2% | $68,495-44.4% |
| Participation rate | 7.4% | 71.9%-64.5pp | 79.3%-71.9pp | 67.9%-60.5pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,072 | $4,148-74.2% | $5,601-80.9% | $4,028-73.4% |
| Admin fee / account holder | $846 | $6,583-87.2% | $10,326-91.8% | $5,403-84.3% |