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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 | $23,958 | $129,959-81.6% | $104,301-77.0% | $134,532-82.2% |
| Participation rate | 38.5% | 79.5%-41.1pp | 73.3%-34.8pp | 81.2%-42.8pp |
| Annual return | -13.15% | 42.04%-55.2pp | 24.61%-37.8pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $606 | $5,589-89.2% | $4,626-86.9% | $6,401-90.5% |
| Admin fee / account holder | $7,771 | $9,325-16.7% | $7,340+5.9% | $11,429-32.0% |